Scanning a Document on Mobile

To upload a document to send to your accountant, you can use Canopy's scan-to feature in the app.

Please note: The steps given are similar across iOS and Android. As long as you follow your phone's on-screen info, there won't be any issues!

1. Click Add a file on the Files tab and tap Scan with camera.

  • Your phone's camera will open.
  • If this is your first time using your camera in the Client Portal app, you need to allow Canopy to access your camera.

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2. Align your document with the blue scan box that appears.

3. Tap the Shutter button.

  • On iOS, the box lines up and will automatically take the photo.

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4. Continue taking photos of any more pages.

5. When finished, click Save (#).

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6. Select the type of document you are uploading, or input a new document type.

  • The file name will default to YYYY-MM-ClientName-FileType.pdf.
  • The document will appear in your files folder in the mobile app.

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  • Be aware that Custom file name is also an option you can choose from!

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7.  Select Upload to complete the scan.

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8.  To delete the file, click the Delete icon in line with the file.

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