Canopy University

Home Dashboard Learning Paths Webinars Content Hub Knowledge Base Canopy Platform
Profile Settings Sign Out
course
Organize, Share & Sign Documents
Organize, Share & Sign Documents
Organize, Share & Sign Documents

About the Course

Description:  This course is designed to help you with all things document management. From uploading and sharing files to collecting eSignature requests we've got you covered. 

Prerequisites: None.        |           Estimated Time:  45 minutes

Learning Objectives:

  • Upload files into Canopy 
  • Manage and organize files and folders 
  • Share files with clients and third-party users
  • Create and send an eSign request 

Course Categories

Beginner
Certification
Document Management
Course Progress
Not started
Enroll
Course Outline
  1. Document Management is Fun!
    1. Course Overview
  2. Upload and Manage Files
    1. Upload & Move Files Video
    2. Upload Files into Canopy
    3. The Files Inbox
    4. Using File Migration Applications
    5. Using Basic Document Management Features
    6. Annotating Files
    7. Annotating Files Video
  3. Sharing Files with Clients
    1. Share Files via the Client Portal
    2. Copy Portal Link
    3. Share File Link with 3rd Parties
  4. Send eSign Requests
    1. eSign overview
    2. eSign Request Video
    3. Creating an eSign Request
    4. Add Signers to an eSign Request
    5. Place Fields and Send an eSign Request
    6. View the eSign Request Task
  5. Course Challenge
    1. Challenge Overview
    2. Step One: Create a Folder Structure
    3. Step Two: Add a new file to your clients files
    4. Step Three: Prepare and Send the eSign Request
    5. Step Four: Use the Client Portal to sign the document
  6. Course Quiz
    1. Documents Quiz
    2. Quick Course Survey
    3. New activity
course
Organize, Share & Sign Documents
Organize, Share & Sign Documents
Course Progress
Not started
Enroll

About the Course

Description:  This course is designed to help you with all things document management. From uploading and sharing files to collecting eSignature requests we've got you covered. 

Prerequisites: None.        |           Estimated Time:  45 minutes

Learning Objectives:

  • Upload files into Canopy 
  • Manage and organize files and folders 
  • Share files with clients and third-party users
  • Create and send an eSign request 
Course Outline
  1. Document Management is Fun!
    1. Course Overview
  2. Upload and Manage Files
    1. Upload & Move Files Video
    2. Upload Files into Canopy
    3. The Files Inbox
    4. Using File Migration Applications
    5. Using Basic Document Management Features
    6. Annotating Files
    7. Annotating Files Video
  3. Sharing Files with Clients
    1. Share Files via the Client Portal
    2. Copy Portal Link
    3. Share File Link with 3rd Parties
  4. Send eSign Requests
    1. eSign overview
    2. eSign Request Video
    3. Creating an eSign Request
    4. Add Signers to an eSign Request
    5. Place Fields and Send an eSign Request
    6. View the eSign Request Task
  5. Course Challenge
    1. Challenge Overview
    2. Step One: Create a Folder Structure
    3. Step Two: Add a new file to your clients files
    4. Step Three: Prepare and Send the eSign Request
    5. Step Four: Use the Client Portal to sign the document
  6. Course Quiz
    1. Documents Quiz
    2. Quick Course Survey
    3. New activity

Course Categories

Beginner
Certification
Document Management