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 will see a new folder in your OneDrive account labeled "Zola Suite." Within that folder, every new matter created moving forward will have a subfolder created automatically.

To integrate existing matters, you will need to go into that Matter Documents tab and click on the "Create OneDrive Folder" option.

The integration will make any documents put in that folder accessible for download in both platforms.

You will NOT be able to use zDrive, zEditor, or Share via Caseway for any documents that are not in the Zola Suite document folder structure.

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