How Do I Add Folders for My Documents?
Zola Suite's document manager allows you to keep all of your documents organized
and separated by adding folders and subfolders.
- Go to the documents section
- If you are inside of the Matter, go to the Documents tab.
- If you are in the designated Documents section select the Matter.
- On the left side, right click on the folder you would like to make a subfolder of.
- Click on Create.
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 ...
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
How Do I Record a New Retainer?
When taking in any kind of advanced client payment, retainer or recording a deposit to the Trust account you will want to enter it as a New Trust/Retainer Payment. You can also create a retainer with a credit card via APX . Go to Accounting section ...
Can I Access Documents From Other Sources?
Within Zola Suite, you can access any of your Zola Documents that are stored inside OneDrive Personal and OneDrive for Business. Once your Zola account has been integrated with OneDrive, you'll be able to "link" a matter folder within the Documents ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
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