Release Notes September 2019

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

What's New for Canopy

Canopy Mobile Enhancements

Description: Mobile Virus Scan

• The virus scan will happen automatically when you attempt to upload a file to Contact Files, Internal Files, or My Files.
• If the file is found to be infected, you will receive an error message that Canopy has removed access to the infected file. You will have the option to Archive the file and choose a new file to upload.

What's New for Practice Management

Previewing and Saving Email Attachments in Canopy

Description: Preview and save files sent to you via email into Canopy without having to download the file to your computer.

Learn more:

Uploading Files to Canopy

Enrolling in American Express Merchant Account

License/permissions:

• License: Any
• Permissions: Admin

Description: Users enrolled in Canopy Payments can now accept American Express payments from clients.

Learn more:

Managing Payments

What's New For Tax Resolution

Saving Forms to Canopy 

License/permissions:

• License: Tax Resolution
• Permissions: Any

Description: Save a tax form directly to a client's Contact Profile.