About the Course
Description: This course dives into how to get the most out of Canopy by setting up teams and assigning roles, as well as setting up your folder structures like a pro. We'll show you how smart teamwork can help make your daily tasks way smoother and more efficient – you'll be account-ing on your team more than ever!
Prerequisites: Organize, Share & eSign Documents | Estimated Time: 45 minutes
Learning Objectives:
- Add and manage roles
- Create and utilize teams
- Use comments to better collaborate with your team
- Create and apply folder templates
Course Categories
-
Course Overview
- Teamwork for the win!
-
Add and Manage Roles
- Applications for Roles and Teams
- Creating a Role
- Assigning a Role
-
Working with Teams
- Benefits of using Teams
- Video: Create Teams
- Assigning Users to Teams
- Assign Teams to Clients
-
Staying Updated
- Benefits of using Comments in Canopy
- Collaborate with Comments Video
- Accessing the Comments Inbox
- Using Comments
- How Notifications Work in Canopy
- Understanding Notification Types
- Set Notification Preferences
-
Advanced Folder and File Structure
- Review Canopy Files Structure
- Add, Move and Upload Folders
- Setting up Internal Files
- Moving Files and Folders in Canopy
- Create Folders in the Client Record
- Folder Templates Video
- Create Folder Templates
- Apply Folder Templates
- Using Teams for Folder Access
-
Course Challenge
- Challenge Overview
- Step One: Create Folder Template
- Step Two: Set team and team member access.
- Step Three: Apply the template
-
Course Quiz
- Collaborate with Your Team Quiz
- Course Feedback
About the Course
Description: This course dives into how to get the most out of Canopy by setting up teams and assigning roles, as well as setting up your folder structures like a pro. We'll show you how smart teamwork can help make your daily tasks way smoother and more efficient – you'll be account-ing on your team more than ever!
Prerequisites: Organize, Share & eSign Documents | Estimated Time: 45 minutes
Learning Objectives:
- Add and manage roles
- Create and utilize teams
- Use comments to better collaborate with your team
- Create and apply folder templates
-
Course Overview
- Teamwork for the win!
-
Add and Manage Roles
- Applications for Roles and Teams
- Creating a Role
- Assigning a Role
-
Working with Teams
- Benefits of using Teams
- Video: Create Teams
- Assigning Users to Teams
- Assign Teams to Clients
-
Staying Updated
- Benefits of using Comments in Canopy
- Collaborate with Comments Video
- Accessing the Comments Inbox
- Using Comments
- How Notifications Work in Canopy
- Understanding Notification Types
- Set Notification Preferences
-
Advanced Folder and File Structure
- Review Canopy Files Structure
- Add, Move and Upload Folders
- Setting up Internal Files
- Moving Files and Folders in Canopy
- Create Folders in the Client Record
- Folder Templates Video
- Create Folder Templates
- Apply Folder Templates
- Using Teams for Folder Access
-
Course Challenge
- Challenge Overview
- Step One: Create Folder Template
- Step Two: Set team and team member access.
- Step Three: Apply the template
-
Course Quiz
- Collaborate with Your Team Quiz
- Course Feedback