Upload an entire folder to Canopy with ease. You can upload a folder to a contact’s folder in Canopy, the Internal Files screen, or the My Files screen. In order to upload a folder to Canopy, you will need to first compress the folder in your computer by creating a zip file. To get started uploading, click Files on the global navigation bar.

1. Select an upload location.

• Click My Files to upload a folder only accessible to you.
• Click Internal Files to upload a folder only accessible to you and your team members.
• On the Contact Files page, double click on a specific contact's folder to upload a folder to that contact's files. This folder will be accessible to those who have permission to access the specific client’s files.

2. Click the Options menu icon.

3. Choose Upload a folder.

• The How to Upload Folders popup includes basic instructions on how to continue the upload process.

4. Click and drag the zip file folder to the Upload a Folder popup.

• The zipped file will load onto the selected files page.

5. Right-click the zipped file.

6. Select Unzip.

• The folder will now load normally in Canopy.
• Double click the folder to view the files stored in it.