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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

  • Navigate the Client List
  • Resolve Duplicate and Unmatched Clients
  • Search for Clients
  • Filter the Client List
  • Manage Filter Views on the Client List
  • Create a Saved Filter View on the Client List

Manage Clients

  • Use Client Record Templates
  • Add a Client
  • Get to Know the Client Record
  • Link a Connection to a Client
  • Mark Connections as Inactive
  • Archive Clients
See all 8 articles

Client Portal

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

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 AI Assistant to Draft an Email
  • 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

Email & Email Templates

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

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
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