Getting Started for Admins
- Getting Around Canopy
- Updating Your Profile
- Syncing Email & Calendar
- Adding Firm Details
- Customizing Firm Branding
- Setting Roles & Permissions
- Adding New Team Members
- Creating Teams
- Collaborating with Comments
- Creating Custom Fields
- Importing Contacts
- Creating Folder Templates
- Creating Task Templates
- Creating Client Request Templates
- Creating Client Portal Invitation Templates