What's in this Article
Applicable Permissions/Licenses
- Permissions: Upload, Move, & Organize Files
- Licenses: Document Management
The Desktop Assistant supports scanning documents into Canopy. Depending on your scanner, the software installation process may be different. Every scanner has its own special features, and some scanners need their own special software to scan documents, rather than using regular computer programs. But don't worry! As long as a scanner can work and scan items properly, you can decide where you want to scan your documents. Feel free to choose the location that works best for you. In this article, we use the Canon MX490 series.
Scan to Canopy With the Desktop Assistant - Mac
1. After starting a scan through the Printers & Scanners section in your System Settings, you'll see something like this on your screen.
2. Click the Scan To dropdown.
3. In the dropdown, select Other.
4. Select the corresponding options shown below.
Locations > Your Hard Drive > Users > your name > Shared > Canopy Desktop Assistant > your user folder > watch-folder > scan
5. After clicking scan, select Choose.
6. Select Scan.
The Canopy Desktop Assistant will automatically populate.
7. In the Desktop Assistant window, type in a File Name.
8. Search for and select a Contact for the file to be uploaded to.
9. Choose or create a folder destination for the file.
10. Click Upload.
The scanned file will be uploaded to the specified client's folder.
11. Click the View in Canopy text in line with your scanned file.
The file will open inside the Canopy app on your default web browser.
Scan to Canopy With the Desktop Assistant - PC
1. Find and open the Windows Fax and Scan app.
2. After clicking New Scan to scan your document, select Save As...
3. In the dropdown, find Save to Canopy.
4. Enter a File name.
5. Select Save.
The Desktop Assistant will provide a pop-up window.
6. Fill out the required fields in the popup window:
- Input a file name.
- Search for and select a Contact for the file to be uploaded to.
- Choose or create a folder destination for the file.
7. Click Upload.
The scanned file will be uploaded to the specified contact folder.
8. Click the View in Canopy text in line with your scanned file.
The file will open inside the Canopy app on your default web browser.