How Do I Assign Emails Directly to a Matter?
Zola Suite eliminates the need to have hundreds of folders within your email. Instead of creating folders for each Matter or by the topic you can assign emails directly to its respective Matter! This will copy the email from your Email account and store it inside of Zola Suite's Matter where you can Reply, Reply All, Forward, Print and Delete.
Follow these instructions to assign them:
- Navigate to Zola Suite Email section.
- Select the email you want to assign to a Matter
- Click on Save to Matter icon
- Select the desired Matter from the dropdown list
- Click on the Check button.
This action will save the email in the selected Matter.
- Navigate to the Matter section
- Select the Matter
- Click on the Communication tab
The email will be listed in this section
How Do I Assign Multiple Emails to a Matter?
Are you tired of having to organize your emails into subfolders for each client or Matter? We have a solution. In Zola Suite, you can relate emails to a Matter in bulk. First go to to the Email Section in Zola Suite: you can do this from anywhere ...
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
What Is Email Folder Mapping?
Once you register your email with Zola Suite, you will be asked to 'map your folders'. When doing this you will want to make sure you Inbox is linked to Inbox, Sent to Sent, etc so that Zola Suite will know where to put your emails from these main ...
Who Has Access to Emails Saved to a Matter?
All team members who can access the Matter will be able to see all related correspondence inside of the Communications tab of that Matter. If there is an email message which should not be viewed by all, make sure that it is not associated with any ...
What Happens If I Delete an Email After I Associated It With a Matter?
If you delete a message from your Inbox after it has been associated with a Matter, it will only be removed from your inbox but remain within the associated Matter so you can refer back to it at any point in time.
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