Canopy

Adding a Client

Creating Custom Fields

Navigating the Client List

How-to Video: Create an Engagement

Engagement templates are another great way to save time in Canopy!

How-to Video: Create Engagement Templates

Navigate the Engagements List

Performing Bulk Actions

Assigning Tags

Collaborating with Comments

Preparing Client Portals

Sending a Client Request

Creating Client Portal Invitation Templates

Sending Bulk Client Requests

Learn how to add clients, send engagements, send client portal invitations and more

Client Engagement

Status

Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

Webinars

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