Zola Suite Help Site and Portal



    • Recent Articles

    • How Do I Re-Map My NetDocs?

      You will need to go into the Matter Options and click the 'Clear' button next to the name of your Workspace. When you've cleared it, you'll get a notification at the bottom of your screen confirming the mapping has been removed.  To map a new ...
    • Can I Upload Trust Check History?

      In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds. If you are looking to upload a list of trust checks that have already been created, rather than create ...
    • How do Vendor Bills show on my General Ledger?

      Vendor Bills are a great way of tracking what the firm owes to vendors. These Vendor Bills can be entered as firm expenses to be paid later, and can be assigned to matters for the purpose of creating billable expenses. Vendor Bills hit multiple ...
    • How Do I Configure Bulk Billing Within My Firm Settings?

      The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of accounts. These emails with the invoices attached will be sent ...
    • How Do I Set Up Primary Clients and Billing Contacts When Configuring Bulk Billing?

      The last step in setting up your firm's Bulk Billing after configuring the DNS and Firm Settings is setting up your Primary Clients and Billing Contacts.  On the Primary Client's contact card, ensure that a valid email is selected as the Billing ...
    • Popular Articles

    • How to Adjust the Screen Resolution or Zoom settings in Google Chrome?

      If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
    • How Do I Export My Calendar from Microsoft Office 365?

      If you would like to import your calendar into Zola Suite, you will need to first export it from  Microsoft Office 365: Log into your Outlook account through a web browser (The default login is portal.office.com) On the top right of the calendar page ...
    • How to Adjust the Resolution in Microsoft Edge?

      If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
    • How do I export my Calendar from Microsoft Outlook?

      You will need to export your Calendar to an ICS file by following the steps below: With Outlook 2013 or 2016 open, go to the Calendar you would like to export.  Click File > Save Calendar. This will open a window where you will pick where to save the ...
    • What Is the Difference Between a Task and an Event?

      Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...

      Experiencing degraded performance in Zola Suite?

      Check our status page to see any known issues that are currently being resolved.