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 the Documents and then click on 'Attach'
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: Go to the Task and click on the 3 vertical dots to the right and select Edit Now you will want to click on the Attach Zola ...
Why Aren't Documents Opening with zDrive Windows?
With most locally downloaded and installed programs, if left running for too long, you may need to close out of it and restart it. If you are experiencing issues opening documents in zDrive, restarting the application should be the first step in ...
How Do I Convert an Email to a Task?
If you are in an Email and the contents require you or a colleague to complete a Task, you can convert that Email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and ...
How Do I Attach Receipts to Expenses?
When making payments to expenses in Zola Suite you may want to store specific attachment records to the expense like a receipt and or a credit memo. Attach On the bottom of the check, expense or vendor bill detail/edit pages you will have the ability ...
How Can I Share Documents with My Clients Through Zola Suite?
Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Navigate to the document section Click on the 3 dots on the far right side of the document you'd like to share ...
Experiencing degraded performance in Zola Suite?