Document Management Overview

Document Management Overview


    • Related Articles

    • Can I Search for Information in a Document?

      Zola Suite now offers intra-document searching.  To perform a search that will look within a document, rather than just searching by document name, you can use the main search bar in the documents section. This will search through all the words found ...
    • Sending Most Recent Document Versions

      I have several versions of a document saved to a matter within my Zola Suite account. When I attach this document to an email, will the most recent version be included or do I have to worry about an older one being sent? Yes, by default the most ...
    • How Do I Create a Document Template?

      Document Templates are Word documents that you use over and over again, but with specific details changing from Matter to Matter. These templates are used to create a new document. An example might be a letter where you wish to have the client's name ...
    • Can I import document folders from my computer?

      You can upload folder hierarchies into Zola Suite by either dragging the folders to the Documents grid or to the Document upload window. The layout of the folder hierarchy will stay intact and will show as new subfolders of the folder they were ...
    • How Do I Use Document Automation?

      Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...

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