If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Scanning Software

We are a new Canopy customer. We just noticed that the scanning software we are using will not allow us to add to an already scanned filed. For example if we set up a file Dividend and Interest Documents and save the 5 documents we have scanned to that file and if we later come across another Dividend statement we cannot add to the file we already have, but have to set up another Dividend and Interest file and change it a little since we cannot have two files with the same name. This will certainly junk up the client portal. Any suggestion on how we can work around to have common documents in a single file.