Canopy Mobile App

Getting Started

• Log in to Canopy Mobile
• Manage the Mobile Dashboard
• Navigate Mobile Settings
• Switch Firm Accounts on Mobile

Client Management

• Manage Contacts
• Manage Connections
• Send a Client Request (Mobile App)

Workflow

• Create a Task from the Mobile Dashboard
• Create a Task From the Client Record
• Edit a Task
• Manage a Task
• Manage Client Requests

Document Management

• Annotate Files in the Canopy Practitioner App [iPad + Apple Pencil]
• Manage Files
• Resend an eSign Request
• Annotate Files in the Canopy Practitioner App [Mobile]
• Complete a Fillable PDF on Mobile

Time & Billing Management

• Navigate Billing in Canopy Mobile
• Use Timers on the Mobile Dashboard
• Track Time in Mobile