How Does the Zola Suite Document Integration Work?
Once you have linked your external storage provider
, you will notice that you will have a Zola Suite folder within your external storage drive. Any new Matters that you create will automatically create subfolders with the same name as your Matter Number. Any documents added to this folder will be available from Zola Suite or directly from the provider.
For any existing Matters, you will need to:
- Go to the Documents section of the Matter
- Click on the 'Link External Storage Accounts' link
- Select which account you would like to link this with and click update
- Now you will notice a subfolder for this Matter within your Zola Suite folder
Can I Access Documents From Other Sources?
You can access any of your Zola Suite Documents inside Box, Dropbox, Google Drive, or OneDrive Personal as well as access them from within Zola Suite. Simply go to your Firm Settings, and select the Integrations tab under Documents. Then click on the ...
How Do I Attach Documents to Tasks?
You attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so: Click on the 'Attach Zola Doc' tab Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list Click on the checkmark next to ...
Can I Download Multiple Documents at Once?
With Zola Suite's Document Management system you can store your important Documents, and have them available to share or access at any time. When a document is uploaded to a Matter in Zola Suite, the file will be stored on our servers, and will be ...
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 Scan Documents From a Ricoh MFP to Zola Suite?
Overview Zola Suite has an integration with Ricoh Multi-Function Printers (MFPs) to enable scanning and OCRing of documents directly into a Matter's Document section. Supported Devices Refer to this document for supported Ricoh devices. This ...
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