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  1. Canopy
  2. Client Management & Client Portal

Client Management & Client Portal

Learn about Canopy's Client Management solutions such as the Client Portal, Engagements, and Client Requests.

Client List 2.0

  • Opt-In to and Opt-Out of Client List 2.0
  • Navigate the Client List
  • Canopy 101 - Add a Client
  • Add a Client
  • Search for Clients
  • Get to Know the Client Record
See all 22 articles

Client Portal

  • Invite Clients to the Client Portal
  • Using the Client Portal Manager
  • Show Files on Your Client's Portal

Manage Contacts

  • Add & Edit a Contact
  • Import Contacts to Canopy
  • Use Contact Import Templates
  • Export Contacts from Your Current Software
  • Export Contacts From Canopy
  • Search for Contacts
See all 12 articles

Client Requests

  • Create a New Client Request
  • Use Client Request Templates
  • Add Client Request Templates to Task Templates
  • Create and Send Bulk Client Requests
  • Send Drafted Client Requests in Bulk
  • Send a Fillable PDF as a Client Request
See all 7 articles

Global Inbox

  • Use the Global Inbox
  • Create a Contact From the Global Inbox
  • Create a Task From the Global Inbox
  • Use Labels With Gmail
  • Assign Outlook Emails to Folders

Internal Communication

  • Use the Comments Inbox
  • Comment on an Email
  • Comment on a Task
  • React to a Comment
  • Remove a Team Member From a Comment Feed
  • Set Comments Permissions

Email & Email Templates

  • Navigate Email Templates
  • Send Bulk Emails
  • View Bulk Email History
  • Create a Custom Email Signature
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