Can my clients upload documents for my review?
Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them.
You will receive an email notification each time a document is added.
They upload, by clicking upload in the top right corner.
What Do My Clients Have Access to in Caseway?
When your clients log in, they will be able to Select a Matter from the dropdown if they have more than one to View any Documents shared with them View any Invoices shared with them Upload Documents to share with the firm
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Do My Clients Register Their Caseway Account?
When you want to share invoices or documents with your clients, you can do so through our secure client portal, Caseway. Before they can log in, they will need to be invited by first sharing a Document or Invoice via Caseway Once they are invited ...
Can I Move or Copy Documents From One Matter to Another?
If you uploaded Documents to the incorrect Matter or would like to have the same Document copied in multiple Matters, Zola Suite makes it easy! You can, you do this by Clicking on the three dots Select "Move/ Copy to Matter" Select the new ...
How Can I Share Documents with My Clients Through Zola Suite?
Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Navigate to the document section Click on the 3 dots on the far right side of the document you'd like to share ...
Experiencing degraded performance in Zola Suite?