Can I Access Documents From Other Sources?
Within Zola Suite, you can access any of your Zola Suite Documents that are stored inside OneDrive Personal and OneDrive for Business. With this integration, you'll be able to view a list of these documents, download them, rename them, or delete them. Here's how:
- Go to your Firm Settings and select the Integration tab under Documents and Notes.
- Then click on the blue button labeled "Enable OneDrive Integration."
Once you have linked your Document Storage Provider with Zola Suite you'll be able to start syncing within the external source's folder (i.e. OneDrive) of your matters. To integrate a matter you will need to link existing Matters.
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 ...
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 ...
Experiencing degraded performance in Zola Suite?