1. Getting Started in Canopy
2. Setting Up Your Client Directory
- 2.1 Navigating Client, Contact Lists & Records
- 2.2 Adding & Editing Client Records
- 2.3 Working with Your Client List
- 2.4 Customizing Client Information
- 2.5 Create Folders & Folder Templates
- 2.6 Ways to Upload Files
3. Communicating with Clients
4. Collaborating with Team Members
5. Exchanging Documents & eSignatures
- 5.1 Ways to Work with Uploaded Files
- 5.2 Sharing Files
- 5.3 Send eSign Requests
- 5.4 Create Letters
- 5.5 Collect Info with Organizers
- 5.6 Create Engagements
6. Creating Task Workflows
7. Tracking Work in Progress
8. Invoicing Clients
- 8.1 Adjust Billing Settings
- 8.2 Invoicing Clients
- 8.3 Create Recurring Invoices
- 8.4 Create & Apply Credits
- 8.5 Handling Account Retainers
- 8.6 Tracking All Invoices
Client Structure Lessons
- 2.1 Navigating Client Lists & Records *Client Structure*
- 2.2 Adding & Editing Client Records *Client Structure*
- 2.3 Working with Your Client List *Client Structure*
- 2.4 Customizing Client Information *Client Structure*
- 3.1 Send Client Portal Invites *Client Structure*
- 3.2 Request Info or Files from Clients *Client Structure*