How Can I Share Documents with My Clients Through Zola Suite?
Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway"
Email as Attachment
- Navigate to the document section
- Click on the 3 dots on the far right side of the document you'd like to share
- Select Email as Attachment. This will attach the document to a new email message
Share via Caseway
- Same method as above, Select Share via Caseway. This will bring you to the Caseway share wizard, where you can share the document with a client through Zola Suite's Client Portal, Caseway
- Start typing the person's name and select it from the drop-down list. If the person's name you are trying to add is not in the list, you must add it as a contact in Zola Suite
- Click "Next"
- If the contact has a phone number and email, it will automatically be pulled in. If not, you can enter them in manually before sharing.
If the person is new to Caseway and does not have a Caseway account, he or she will get an invitation via email
- Once the contact registers with Caseway, the document will be available in the Zola Caseway portal.
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the menu in the far right of the individual invoice record or select ...
How Do My Clients Register Their Caseway Account?
When you want to share invoices or documents with your clients, you can do so through our secure client portal, Caseway. Before they can log in, they will need to be invited by first sharing a Document or Invoice via Caseway Once they are invited ...
How to Download the Caseway Secure Firm Portal for iOS?
The Caseway Secure Firm Portal is a safe and secure way to access your legal documents and invoices while on the go. You are also able to share documents with the firm using your mobile device. Below are the instructions on how to find the app and ...
How Do I Save Email Attachments to My Zola Docs?
When you receive an email in Zola Suite you can save the attached documents to Zola Suite or save them to your computer files. Follow the steps below to save the attachment to Zola Suite: Go to Email section. Click on the Email attachment to open the ...
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