These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of January.

What's New for Canopy

Bulk Client Portal Invite

License/permissions:

• License: Any
• Permissions: Admin

Description: The Client Portal manager allows admins to see who’s been invited to the Client Portal, when they last logged in, and what contact records the portal user can access. Users can also send and resend invites to the client portal in bulk. This will save you time and frustration by not having to access each contact record to view these details and resend portal invitations.

Learn More:

Inviting Clients to the Client Portal

Copying Client Notes

Description: Team members with access to specific contacts can copy notes from the Contact Profile.

Combining My Profile and Account Settings

License/permissions:

• License: Any
• Permissions: Admin

Description: The two separate buttons My Profile and Account Settings have been replaced by one Settings option.

What's New for Practice Management

Esign Reminders

Description: Users can add a reminder to Esign Client Requests. With this reminder, Canopy can automatically email your clients when they have an outstanding eSign request.

Learn More:

Sending an eSign Request