Manage Files
9 articles
- How Do I Move or Copy Files in Canopy?
- FAQ | Understanding Secure Links
- 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.
- How do I create and send a Document Checklist?
- How do I adjust document classification or leave feedback on the AI renaming tool?
- How do I use AI-Powered Document Checklists?
- How do I use the Files Inbox to Organize Uploaded Files?
- How do I Use Multi-Select and Bulk Actions on Files?