Canopy basics Required
Finding a client
Search by name from the top bar. Each client has Files, Tasks, Notes, and Communication.
Tasks
- Every piece of work has a task. Check the due date and the assignee before starting.
- Update the task status as you go so partners can see progress without asking.
Filing documents
- Save into the client's year folder using the firm naming convention (see Procedures > File naming).
- Never leave working files on your desktop or in Downloads.
Client portal
Clients upload and sign through the portal. If a client emails a document instead, file it into Canopy the same day.