Canopy University

course
Collaborate with Your Team
Collaborate with Your Team
Collaborate with Your Team

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

Advanced
Certification
Document Management
Client Management
Course Progress
Not started
Course Outline
  1. Course Overview
    1. Teamwork for the win!
  2. Add and Manage Roles
    1. Applications for Roles and Teams
    2. Creating a Role
    3. Assigning a Role
  3. Working with Teams
    1. Benefits of using Teams
    2. Video: Create Teams
    3. Assigning Users to Teams
    4. Assign Teams to Clients
  4. Staying Updated
    1. Benefits of using Comments in Canopy
    2. Collaborate with Comments Video
    3. Accessing the Comments Inbox
    4. Using Comments
    5. How Notifications Work in Canopy
    6. Understanding Notification Types
    7. Set Notification Preferences
  5. Advanced Folder and File Structure
    1. Review Canopy Files Structure
    2. Add, Move and Upload Folders
    3. Setting up Internal Files
    4. Moving Files and Folders in Canopy
    5. Create Folders in the Client Record
    6. Folder Templates Video
    7. Create Folder Templates
    8. Apply Folder Templates
    9. Using Teams for Folder Access
  6. Course Challenge
    1. Challenge Overview
    2. Step One: Create Folder Template
    3. Step Two: Set team and team member access.
    4. Step Three: Apply the template
  7. Course Quiz
    1. Collaborate with Your Team Quiz
    2. Course Feedback
course
Collaborate with Your Team
Collaborate with Your Team
Course Progress
Not started

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 Outline
  1. Course Overview
    1. Teamwork for the win!
  2. Add and Manage Roles
    1. Applications for Roles and Teams
    2. Creating a Role
    3. Assigning a Role
  3. Working with Teams
    1. Benefits of using Teams
    2. Video: Create Teams
    3. Assigning Users to Teams
    4. Assign Teams to Clients
  4. Staying Updated
    1. Benefits of using Comments in Canopy
    2. Collaborate with Comments Video
    3. Accessing the Comments Inbox
    4. Using Comments
    5. How Notifications Work in Canopy
    6. Understanding Notification Types
    7. Set Notification Preferences
  5. Advanced Folder and File Structure
    1. Review Canopy Files Structure
    2. Add, Move and Upload Folders
    3. Setting up Internal Files
    4. Moving Files and Folders in Canopy
    5. Create Folders in the Client Record
    6. Folder Templates Video
    7. Create Folder Templates
    8. Apply Folder Templates
    9. Using Teams for Folder Access
  6. Course Challenge
    1. Challenge Overview
    2. Step One: Create Folder Template
    3. Step Two: Set team and team member access.
    4. Step Three: Apply the template
  7. Course Quiz
    1. Collaborate with Your Team Quiz
    2. Course Feedback

Course Categories

Advanced
Certification
Document Management
Client Management