What's in this Article
- Roles: Any
- Permissions: Access to the fillable PDF file in Canopy
- Licenses: Document Management
Fillable PDF files stored in Canopy can be completed on the mobile app. Your clients can also complete fillable PDF files on the Client Portal app. All changes and edits made to fillable PDFs on mobile are saved automatically and reflected on the web app.
Complete a Fillable PDF on Mobile
1. Locate a relevant fillable PDF file in Canopy.
2. Tap on the file to open the file previewer.
3. Tap on available text boxes to input text.
4. To search the document, select the magnifying glass icon .
5. To share the document, select the ellipses in the top right and choose Export.
6. Press Save (iOS) or the checkmark (Android) to save your changes.