Upload a File to Canopy
Written by Avery Simmons
Updated at September 1st, 2021
Table of Contents
Upload to Contact Files1. Double click on a contact’s folder in Contact Files.2. Click Upload in the top right-hand corner or drag and drop files into the file modal. 3. Select a file from your computer.Uploading to Internal Files1. Choose Internal Files from the slide-in menu.2. Click Upload or drag and drop files into the main screen. 3. Select a file from your computer.Uploading to My Files1. Click My Files. 2. Click Upload or drag and drop files into the main screen. 3. Select a file from your computer.Files can be uploaded to three different areas in Canopy. This guide will show you how to upload files to Contact Files, Internal Files, and My Files. Each location has its own use in Canopy.
Any file can be uploaded to Canopy, however, only the following file types can be viewed in Canopy's file previewer: .bmp .csv .doc .docx .emf .eml .htm .html .jp2 .jpeg .jpg .msg .ods .odt .png .ppt .pptx .rtf .tif .tiff .txt .xls .xlsm .xlsx .xod .xps
Permissions:
- Upload, Move, & Organize Files; Internal Files (to upload to internal files); Contact Files (to upload to contact files)
Upload to Contact Files
Contact Files shows you a complete list of all contact files within Canopy. In order to upload a file or folder to an already existing contact, you will need to find the contact’s folder on the Contact Files page. To get started, click Files on the global navigation bar and choose Contact Files from the slide in menu.
1. Double click on a contact’s folder in Contact Files.
- For instructions on how to search for a specific folder, refer to the Locating Files article.
2. Click Upload in the top right-hand corner or drag and drop files into the file modal.
3. Select a file from your computer.
- Depending on your computer’s operating system, your upload options may differ.
- Your uploaded file will show up on the screen.
Uploading to Internal Files
Internal Files are files and folders shared among you and your team only. Clients will not be granted access to these folders. To get started, click Files on the global navigation bar.
1. Choose Internal Files from the slide-in menu.
2. Click Upload or drag and drop files into the main screen.
3. Select a file from your computer.
- Depending on your computer’s operating system, your upload options may differ.
- Your uploaded file will show on the screen.
Uploading to My Files
Access to anything uploaded to the My Files page is restricted to the individual practitioner. To get started, click Files on the global navigation bar.
1. Click My Files.
2. Click Upload or drag and drop files into the main screen.
3. Select a file from your computer.
- Depending on your computer’s operating system, your upload options may differ.
- Your uploaded file will show on the screen.