What's in this Article
- Create Folders
- Add a Folder From the Contact Profile
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Upload, Move, & Organize Files
- Licenses: Document Management
To get started, click Files in Canopy.
1. Click on the 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. To begin, navigate to an applicable contact from the contacts list.
1. Click the Files tab in the contact profile.
2. Click the New Folder icon.
3. Input a folder name in the popup window's text box.
4. Click Create.