Can I Access Documents From Other Sources?
You can access any of your Zola Suite Documents inside Box, Dropbox, Google Drive, or OneDrive Personal as well as access them from within Zola Suite.
- Simply go to your Firm Settings, and select the Integrations tab under Documents.
- Then click on the plus sign to add an account.
- From here you will see all of your options for integrations.
- All you need to do is enter your account information for any of the programs and they will sync with your Zola Suite account.
After linking your Document Storage Provider with Zola Suite you can now begin establishing 2-way syncs within the external source's folder (i.e. Dropbox, Google Drive, etc.) of your matters. To integrate a matter you will need to link existing Matters.
How Does the Zola Suite Document Integration Work?
Once you have linked your external storage provider, you will notice that you will have a Zola Suite folder within your external storage drive. Any new Matters that you create will automatically create subfolders with the same name as your Matter ...
Why Aren't Documents Opening with zDrive Windows?
With most locally downloaded and installed programs, if left running for too long, you may need to close out of it and restart it. If you are experiencing issues opening documents in zDrive, restarting the application should be the first step in ...
Why Aren't Documents Opened with zDrive for Windows Saving Updates?
zDrive needs to have full access to the folders that store its temporary files. These folders should be located on the PC’s C:\ drive, not a Network drive or a folder that automatically syncs to the cloud, like a OneDrive folder. To find where your ...
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 ...
How Do I Sync My Google or Office 365 Calendar?
If you use Outlook to access your Office 365 calendar, be sure to disable reminders before syncing your Calendar Events. First, launch Outlook and click "Calendar" near the bottom of the screen. To stop Outlook from creating reminders by default ...
Experiencing degraded performance in Zola Suite?