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  1. Canopy
  2. Document Management

Document Management

Learn how to upload, store, share documents, and request e-signatures from your clients.

Manage Folders

  • Create Folders
  • Upload a Folder to Canopy
  • Assign Team/Team Members Permissions to Folders
  • Create Folder Templates
  • Apply a Folder Template
  • Edit Folder Templates
See all 9 articles

Manage Files

  • Share a Contact File Using a Secure Link
  • Bulk Copy Files
  • Request Files via Secure Link
  • Upload a File to Canopy
  • Preview a File
  • Move Files
See all 13 articles

eSign

  • Send an eSign Request to Clients
  • Purchase Knowledge-Based Credits (KBA) for eSign
  • Send eSign Requests From Contact Files
  • View and Update eSign Tasks
  • Send eSign Requests with Legacy Letter Generator

Desktop Assistant

  • Install the Desktop Assistant
  • Connect the Scanner Software to the Canopy Desktop Assistant
  • Upload Files With the Desktop Assistant
  • File Migration With the Desktop Assistant
  • Edit a File With the Desktop Assistant
  • Scan to Canopy With the Desktop Assistant
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