How Can I Revoke a Client’s Access?
If a Document is shared with a Caseway user, a user icon will show next to the Matter name. To revoke access from a Caseway user, follow the steps below.
Click on the User icon, which will bring up a list of users the Document is shared with.
Find the user you wish to no longer have access to the document, and select Unshare.
When the user logs into Caseway, they will no longer be able to view or download the document.
If a Client Un-Shares a Document With Me in Caseway, Will I Still Be Able to Access it?
If a Client un-shares a document with you in Caseway, you will no longer be able to access that document. Here's how you can avoid this: Once you receive a document from the client, save it directly to the document section of the matter. If it ...
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 View The Email My Client Gets When I Share a Document With Them?
If I upload a document and decide to share it with a client, I understand that Zola Suite will automatically send out an email. Will these notifications appear in my outbox? No, you will not see this message in your outbox. These messages are sent ...
How do I refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
What Can I Share With Clients Through the Caseway Client Portal?
Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card. *This requires a connection ...
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