Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Practice Management
  • Document Management
  • Managing Folders

Create Folders

Written by Avery Simmons

Updated at October 25th, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management Workflow & Automation Document Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    Create new folders with options to limit access to yourself, your team, or to specific contacts. To get started, click Files in Canopy.

    1. Click on the applicable option:

    • Select Client Files to create a new folder inside a specific contact's folder. View the Managing Files section for more information.
    • Select My Files to create a folder that only you can access.
    • Select Internal Files to create a folder that is accessible to you and your team members.

    2. Click the New Folder icon.

    • A popup window will appear.

    3. Input a name for your folder.

    4. Click Create.

    • The new folder will appear and can be double clicked to open.

    Adding a Folder from the Contact Profile

    Folders can also be assigned to a specific contact from within their contact profile. To begin, navigate to an applicable contact from the contacts list.

    1. Click the Files tab in the contact profile.

    2. Click the New Folder icon.

    3. Input a folder name in the popup window's text box.

    4. Click Create.


    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Create Folder Templates
    • Archive a Folder
    • Apply a Folder Template
    • Duplicate a Folder Template

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand