How Do I Create A Portfolio Document?
Zola Suite allows you to easily merge documents together to create a portfolio document. You can do so simply by selecting the documents you would like to have merged into a portfolio document. You will then see the "Multi-Select Options" at the bottom right of your screen. From there, select the option to "Merge into a Portfolio Document..."
How Do I Create a Document Template?
Document Templates are Word and PDF documents that you can use over and over again, but with specific details changing from Matter to Matter. These templates are used to create a new document. An example might be a letter where you wish to have the ...
How Do I Use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
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 ...
What are "Intake Forms" Used For, and How do I Create One?
In CARET Legal, the "Intake Forms" are used to record specific Matter related data which can either be collected from the client or filled in manually. The data can then be used to create Merge Fields for Document Templates. Intake forms can be ...
Sending Most Recent Document Versions
I have several versions of a document saved to a matter within my Zola Suite account. When I attach this document to an email, will the most recent version be included or do I have to worry about an older one being sent? Yes, by default the most ...
Experiencing degraded performance in CARET Legal?