This roadmap is meant to provide Canopy users with some insight into what updates our team is working on making available to you in the coming months. The roadmap is updated on a monthly basis and is up to date as of January 31st, 2023.

Client Management

✉️ Email Enhancements

• We are adding a few improvements to the email feature in Canopy, including:
  • Hide quoted messages in an email thread
  • Enter external and internal account labels
  • Show/hide email content

Document Management

🗄️ File Sharing via Secure Link

• Much like sending eSign requests through secure links, our team is currently working on an experience for file sharing via secure links.

📄 Copy Files

• We are working on a release that will allow practitioners to copy/duplicate a file from "My Files" or "Internal Files" to several contacts at one time via the Client List!

Mobile

🗄️ File Sharing via Secure Link

• Our team is working on a mobile experience for file sharing via secure links.