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  1. Canopy
  2. Document Management
  3. Manage Files

Manage Files

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  • Upload a File to Canopy
  • Preview a File
  • Annotate Files in Canopy
  • Manage PDF Pages
  • Merge Files Into a New PDF
  • Move Files
  • Download Files
  • Show Files on Your Client's Portal
  • Move Files to a Connection
  • Save Email Attachments
  • Fill out a Fillable PDF | Practitioner
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