What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Files
- Licenses: Document Management
In order to manage files from Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device.
Search Files
Please Note: You must have access to the Contact to search for their files.
1. Log into the app and tap Files.
2. Choose from Contact Files, Internal Files, or My Files to begin a search.
3. Tap the Search bar.
4. Enter a search term for any file.
You can search by file name or file type.
5. Tap the applicable file name to preview the file.
Add a File
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Contact Files; Upload, Move & Organize Files
- Licenses: Document Management
1. Tap Files.
2. Select one of the available options:
Contact Files, Internal Files, or My Files.
3. Tap the Add icon.
Select a Contact Folder under Contact Files to see the Add icon.
4. Select Upload from Files.
5. Tap a file to select it and tap additional files to select them too.
6. With all relevant files selected, tap Open (Select for Android) to upload the files.
Files are added to the selected folder and keep the same name as those stored on your phone.
Scan a Document to the Canopy Practitioner App
Files can be added to Canopy by scanning a photo with your phone camera.
1. Navigate to the Files tab and open the Add file menu and tap Scan with camera in the Add File menu.
2. Using the camera on your mobile device, take a photo of the file you wish to upload to Canopy.
- Adjust the blue box to fit your scan document.
- Tap the checkmark or shutter icon.
- The images are stored on the bottom left. Click in that area to retake the image if needed.
3. The camera will continue to scan until you select Save (x) on the bottom right.
4. Input a name for the file and tap Done.
Preview and Share Files
From the preview screen, you have the option to share, export, archive, and sometimes print a file.
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Contact Files; Upload, Move & Organize Files
- Licenses: Document Management
1. Log into the Canopy mobile app and tap Files.
2. Select a File to view.
- If you cannot preview the file in Canopy, you will be prompted to Export it in order to preview it.
- Tap and hold, or long-press, a file to preview the first page without having to fully open it in the app!
Please Note: The ability to preview password-protected files is now available in the mobile app. Simply select the file, enter the password to the file on the pop-up, and you are good to go! Bear in mind that you will need to provide a password each time you open the file.
3. Tap the Options icon.
4. Select the applicable option.
Organize Files
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Contact Files; Upload, Move & Organize Files
- Licenses: Document Management
Organize files into folders, and even add a folder, from your mobile device.
1. Log into the Canopy mobile app and tap Files.
2. Select the applicable option from:
Contacts Files, Internal Files, or My Files.
3. Tap the Add icon.
4. Tap Create new folder.
5. Enter a folder name in the field provided.
6. Tap Create folder.
Organize Files Into Folders
Applicable Roles/Permissions/Licenses
- Roles: Any
- Permissions: Contact Files; Upload, Move & Organize Files
- Licenses: Document Management
Easily move files from one folder to another from your mobile device.
1. Go to Files in the Canopy mobile app and tap the more options icon in-line with your selected file.
2. Select the applicable option:
- Rename will enable you to enter a new title for the file.
- Move will give you the option to move the file to a new folder.