once you connect your email account with canopy, the emails you have sent to, and received from a client will be visible to everyone who has access to that client’s record. this client-specific, shared inbox experience provides you with a single location to view all email correspondence between your client and your practice.
you will be able to send and reply to emails from canopy once your email account has been linked to your canopy account and you have added email addresses to your contacts. canopy uses your connected email account to send and reply to emails. your client will not know you sent them an email from canopy.