Can I Recover a Deleted Matter or Documents?
There may be times where you need to recover a Matter or Document that has previously been deleted. It may have been deleted in error, or there may still be open AR associated with the Matter that needs to be addressed. Whatever the reason, you can easily view and restore deleted Matters and Documents.
In order to view deleted Matters, go to the Matter List
and select "Deleted".
Once in the Deleted section, you will have the option to restore the Matter or Documents.
Deleted Documents can be found in the Documents section by selecting the "Deleted" option on the Documents Toolbar.
Simply select "Restore" and your Matters or Documents will re-appear in Zola Suite.
Please be advised that documents and matters are available to be restored for 30 days after the date of deletion. Past those 30 days, it is not guaranteed that those documents and matters can be restored.
Can I Move or Copy Documents From One Matter to Another?
If you uploaded Documents to the incorrect Matter or would like to have the same Document copied in multiple Matters, Zola Suite makes it easy! You can, you do this by Clicking on the three dots Select "Move/ Copy to Matter" Select the new ...
How Can I Recover Deleted Data?
Have you ever accidentally deleted something and needed to get it back? If you delete any important data such as a Document, Matter, Contact, or Email Zola Suite's Support team can recover it for you. We backup our servers every hour, so no need to ...
How Do I Attach Documents to Tasks?
You can attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so: Click on the 'Attach Zola Doc' tab Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list and click on the checkmark ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Can I Download Multiple Documents at Once?
With Zola Suite's Document Management system you can store your important Documents, and have them available to share or access at any time. When a document is uploaded to a Matter in Zola Suite, the file will be stored on our servers, and will be ...
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