![]() You can migrate, edit and organize files with either method. You can use either method to suit your situation. Able to put files in the drive anywhere you can “Save as” on your computer.All your files are visible all of the time.The Virtual Drive acts like a driver on your computer like Dropbox, One Drive, or iCloud.You can only see files that you uploaded via the Assistant.The Desktop Assistant prints and scans documents from any application on your computer to Canopy’s cloud storage.You might be wondering how this works differently than the Desktop Assistant. If you annotate in Canopy, those changes are mimicked in the Virtual Drive. Once the file is saved, the annotations you made in the Virtual Drive are reflected in Canopy. You can also easily make any annotations on files by clicking on a file in the drive. You can also delete, rename, or move files or folders in the Virtual Drive, just as would if you were doing normal maintenance for folders and files.Īny time you make these changes, the updates are shown in Canopy! ![]() Blue Sky from ELO), then downloading it might be better. If it’s a file you use often (songs like The Chain from Fleetwood Mac or Mr. Well, it comes down to preference for certain files. So when should you offload and download documents? Doing this takes up space on your device, but now you can access it without having access to the service’s cloud. But remember, a downloaded file takes up space on your computer!Ī downloaded file is designated with a green icon with a white checkmark.ĭownloading a document is like downloading your music playlist (like Awesome Mix Volumes 1 and 2) from your music streaming service before taking off on the plane. It’s stored on the cloud.Īn offloaded or non-downloaded file is designated with a white icon with a green checkmark.ĭownloading a file allows you access to the file even without having access to the Canopy cloud. Offloading a file allows your file to be in the Virtual Drive, but not take up any space on your computer. Right-click on a file in the Virtual Drive.In the Virtual Drive, you have options to offload and download documents. Now, when you click on that Contact’s file tab, you can see the folder here! Offload and Download Documents You can drag that folder from your Desktop and into the Virtual Drive window. You can just drag and drop files and folders to the drive in the folder where you want them to be and see them automatically show up in Canopy, exactly where you put them in the drive.įor example, you might have an existing folder structure for tax or accounting forms. So easy, you don’t even need to log into Canopy! Uploading files to the drive is super easy. When a new Contact is created in Canopy, a new folder is added in the Contact File section in Virtual Drive - it looks just as it would for your other Contacts!Īnd as you rename, archive, or delete contacts, those changes or updates are immediately reflected correctly in Virtual Drive.Īlso, if you remove a team member’s access to a contact, they no longer have access to their files on the drive. You’ll see all of your contacts in this folder! The file structure mimics the folder structure in Canopy, with a folder for: Next time you open up the File Explorer, your Canopy files appear and synced. Once downloaded and installed, log in and authorize the sync.On the left-hand side, choose Integrations.Go to your profile pic or initials button.If you have a Document Management License with Canopy and are not a legacy user, you can download the Virtual Drive from the Integrations page. ![]() We hope to have it available on Mac soon! Heads-up! For now, Canopy Virtual Drive is only available on Windows.
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