Can I Edit Outlook Notes from the Email Section?
You will only be able to view notes from Outlook. Rather, we recommend using the Notes section of Zola Suite instead because you can link them to your Matters, fully customize them using our HTML editor and organize them using subfolders.
How Do I Use the Outlook Plugin?
The Outlook plugin will allow you to bring in certain features from Zola Suite into your Outlook Mail Client. After you have downloaded and installed the Zola Suite plugin, follow the instructions below to start using it: Open Outlook, Click on Zola ...
Can I Edit Matter Names?
You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...
How Do I Edit an Existing Task?
Editing existing Tasks in Zola Suite can be done using the following steps: Navigate to the Task Section, either on the Dashboard or from the left side navigation bar. Click on the Pencil Icon to the right of the Task to edit.
How Do I Delete An Email In Zola Suite?
Deleting Emails in your Zola Suite Email Client is simple! Follow the steps below. First, open the Zola Suite Email Client and locate the email you wish to delete. Next, either locate the trash can icon by hovering over the email in your inbox, or ...
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
Experiencing degraded performance in CARET Legal?