Manage Files
15 articles
Upload a File to Canopy
Bulk Copy Files
Move Files
Understanding Secure Links
Send a Client File Using a Secure Link
Request Files via Secure Link
Preview a File
Download Files
Save Email Attachments
Annotate Files in Canopy
Manage PDF Pages
Merge Files Into a New PDF
Fill out a Fillable PDF | Practitioner
How do I automatically rename client files using AI?Use Document Renaming to rename files in bulk
Which documents does the Document Renaming tool support?A list of all the documentation types, including IRS/Tax documents that the renaming tool supports.