What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Upload, Move, & Organize Files; Internal Files (to upload to internal files); Contact Files (to upload to contact files)
- Licenses: Document Management
Files can be uploaded to three different areas in Canopy:
- Contact Files
- Internal Files
- My Files
File Compatibility:
- File Type: .bmp .csv .doc .docx .emf .eml .heic .htm .html .jp2 .jpeg .jpg .mkv .mov .mp4 .msg .ods .odt .png .ppt .pptx .rtf .tif .tiff .txt .wmv .xls .xlsm .xlsx .xod .xps
- Max File Size: 4.999342 GB
- Folders: Folders must be compressed or zipped. Unzipped folders will not be uploaded.
Upload to Contact Files
Contact Files shows you a complete list of all contact files within Canopy. In order to upload a file or folder to an already existing contact, you will need to find the contact’s folder on the Contact Files page. To get started, click Files on the global navigation bar and choose Contact Files from the slide-in menu.
1. Double-click on a contact’s folder in Contact Files.
2. Click Upload in the top right-hand corner or drag and drop files into the file modal.
3. Select a file from your computer.
- Depending on your computer’s operating system, your upload options may differ.
- Your uploaded file will show up on the screen.
Upload to Internal Files
Internal Files are files and folders shared among you and your team only. Clients will not be granted access to these folders. To get started, click Files on the global navigation bar.
1. Choose Internal Files from the slide-in menu.
2. Click Upload or drag and drop files into the main screen.
3. Select a file from your computer.
- Depending on your computer’s operating system, your upload options may differ.
- Your uploaded file will show on the screen.
Upload to My Files
Access to anything uploaded to the My Files page is restricted to the individual practitioner. To get started, click Files on the global navigation bar.
1. Click My Files.
2. Click Upload or drag and drop files into the main screen.
3. Select a file from your computer.
- Depending on your computer’s operating system, your upload options may differ.
- Your uploaded file will show on the screen.