License Requirement
This guide only applies to users who have purchased the Transcripts and Notices standalone module. If you have purchased any other modules in Canopy, please refer to the guides in the Transcripts or Notices folders on our Knowledge Base.
After requesting a client's transcripts, you can revise their transcript settings to fix any previous errors or specify what forms to request in the future. This guide will help you learn how to manage forms in the transcripts settings.