How Can I Create and Save an Email Signature?
CARET Legal allows you to save multiple email signatures to be included in outgoing messages.
To set yours up:
- Go to "My Settings" and scroll down to "Email Signatures". Here you will find the option to create and edit your email signature(s).
- Select the (+) sign to create a new signature.
- Enter a Signature Name
- Create or copy/paste in your existing signature block
- When you have finished click Save Signature
- After the signature has been added, be sure to hit save within your My Settings as well.
When drafting a new email, you will be able to select the signature you'd like to use from a drop-down menu at the bottom of the window.
Why Should I Add My Email Account to Zola Suite?
Email is an essential piece of Zola Suite, and the one time setup is quick and painless. With our native email client, you get all the features of a regular email client in addition to being able to: Assign multiple emails to a matter with a click of ...
How Do I Save Email Attachments to My Zola Docs?
When you receive an email in Zola Suite you can save the attached documents to Zola Suite or save them to your computer files. Follow the steps below to save the attachment to Zola Suite: Go to Email section. Click on the Email attachment to open the ...
Email Setup Overview
Zola Suite's Email integration allows you to connect an existing email account to Zola Suite to help you manage your day-to-day tasks in one location. Follow the steps below to get started: When you log into Zola Suite, the first page you will see is ...
Will All Responses in an Email Chain Automatically Save to the Matter?
No, all subsequent emails in the same thread will not be assigned to the Matter by default. However, all messages from a contact associated with a Matter will show a purple briefcase next to the sender's name. By hovering over the briefcase, you will ...
How Do I Create Leads?
If you would like to enter a Lead manually into your Zola CRM you can do so by multiple ways: Using the Quick Add tool on the white toolbar From the CRM section, click on the plus sign on the color bar Both of the above options will bring you to the ...
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