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Applicable Roles/Permissions/Licenses

You can upload a folder to a contact’s folder in Canopy, the Internal Files screen, or the My Files screen. In order to upload a folder to Canopy, you need to compress or zip the folder on your computer first.

Upload a Folder to Canopy

1. Click Files on the global navigation bar and select an upload location.

• Click My Files to upload a folder only accessible to you.
• Click Internal Files to upload a folder only accessible to you and your team members.
• On the Contact Files page, double-click on a specific contact's folder to upload a folder to that contact's files. This folder is accessible to those who have permission to access the specific client’s files.

2. Click the Options menu icon. 

3. Choose Upload a folder.

The How to upload folders popup includes basic instructions on how to continue the upload process.

4. Click and drag the zip file folder to the Upload a Folder popup.

The zipped file will load onto the selected files page.

5. Right-click the zipped file.

6. Select Unzip.

• The folder will now load normally in Canopy.
• Double-click the folder to view the files stored in it.