Canopy University

course
Intro to Doc Management
Intro to Doc Management
Intro to Doc Management

About the Course

Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Document Management, including how to manage your files and folders, and how to send an eSign request. 

Prerequisites: None             |           Estimated Time:  15 minutes

Learning Objectives:

  • Manage files and folders
  • Add a new file 
  • Send eSign request
  • A getting-started checklist 
  • A list of additional resources

Course Categories

Beginner
Document Management
Onboarding
Course Progress
Not started
Course Outline
  1. Course Overview
    1. Intro to Doc Management
  2. Intro to files and folders
    1. Manage Files and Folders Video
    2. Add a file to Canopy
  3. eSign basics
    1. eSign Request Video
    2. Helpful eSign Tips
  4. Engagements basics
    1. Create an Engagement Video
    2. Key Features in the Engagement Builder
  5. Learn More
    1. Additional Resources
course
Intro to Doc Management
Intro to Doc Management
Course Progress
Not started

About the Course

Description:  This course is designed to help you during your onboarding process. In this course, you will take a quick look at Document Management, including how to manage your files and folders, and how to send an eSign request. 

Prerequisites: None             |           Estimated Time:  15 minutes

Learning Objectives:

  • Manage files and folders
  • Add a new file 
  • Send eSign request
  • A getting-started checklist 
  • A list of additional resources
Course Outline
  1. Course Overview
    1. Intro to Doc Management
  2. Intro to files and folders
    1. Manage Files and Folders Video
    2. Add a file to Canopy
  3. eSign basics
    1. eSign Request Video
    2. Helpful eSign Tips
  4. Engagements basics
    1. Create an Engagement Video
    2. Key Features in the Engagement Builder
  5. Learn More
    1. Additional Resources

Course Categories

Beginner
Document Management
Onboarding