Can I Access Documents From Other Sources?

Can I Access Documents From Other Sources?

Within Zola Suite, you can access any of your Zola Documents that are stored inside OneDrive Personal and OneDrive for Business. Once your Zola account has been integrated with OneDrive, you'll be able to "link" a matter folder within the Documents section. With this integration, you can view a list of these documents, download them, rename them, or delete them. Here's how:
  • Simply go to your Firm Settings, and select the Integrations tab under Documents.


  • Then click on the blue button labeled "Enable OneDrive Integration."

  • You'll then be asked to enter your Microsoft login credentials.

After linking your Document Storage Provider with Zola Suite you can now begin establishing syncs within the external source's folder of your matters.  To integrate a matter you will need to link existing Matters.



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