Within CARET Legal (FKA Zola Suite), you can share documents between your Documents Tab and your OneDrive. Through this integration, you can view a list of these shared documents, download them, rename them, or delete them. Here's how:
To get started, you will need to connect to your OneDrive account from your Firm Settings.
Firm Settings --> Documents & Notes --> Integration. Then click on the blue button labeled "Enable OneDrive Integration."
After linking your OneDrive account, 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 labeled with the Matter Number. Any documents or subfolders within in this folder will show up in CARET Legal under your Documents Tab. Any documents or folders you add to the CARET Legal "OneDrive" folder will show up in OneDrive. This is where you can work with Documents that are being shared between the two systems.
Note that these documents are stored on OneDrive. They can be edited in OneDrive, but only downloaded, edited or renamed in CARET legal.
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.
Viewing Your Matter Folder In Caret Legal:
Viewing Your Matter Folder In Office365:
If you change your Office365 credentials, this will likely break your sync and require you to re-authenticate in your firm settings.
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