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Applicable Roles/Permissions/Licenses

Create Folders

1. Click Files in Canopy and select an applicable folder option:

• Select Contact Files to create a new folder inside a specific contact's folder. View the Managing Files section for more information.
• Select Internal Files to create a folder that is accessible to you and your team members.
• Select My Files to create a folder that only you can access.

2. Click the New Folder icon.

A popup window will appear.

3. Input a name for your folder.

4.  Select Set folder access to give teams and team members access.

5. Click Create.

The new folder will appear and can be double-clicked to open.

Add a Folder From the Contact Profile

Folders can also be assigned to a specific contact from within their contact profile. 

1. Click the Files tab in a contact profile.

2. Click the New Folder icon.

3. Input a folder name in the popup window's text box.

4. Click Create.