Uploading a File

You can add new or pre-existing files to a task in Canopy. To upload a new file to Canopy, click New file from the Tools drop-down menu.

Roles/permissions:

• Roles: Any
• Permissions: Create, Edit, and Assign Work; Generic Tasks

1. Click Upload in the slide-in panel.

2. Select a file from your computer to upload.

• You can also drag and drop a file from your computer to the upload panel.

3. Click Done. 

• The uploaded file(s) will appear in the Task Workspace.
  

Adding an Existing File

Add a pre-existing file to a task easily by using the Tools drop-down menu. To get started, select Existing File from the Tools drop-down menu. 

1. Select a file from the Choose file window.

2. Click Choose.