Can I Access Documents From Other Sources?

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:
  1. 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.

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