How Do I Create Folder Structures For Documents and Notes?
Zola Suite gives you the ability to customize your default folder structures for both your Notes and Documents sections. This will help keep you stay better organized, as each folder structure is specific to a particular Practice Area.
To create your default folder structures, go to Firm Settings, click the Documents and Notes section, and select "Default Folders."
Click on the Practice Area you would like to create or edit.
Right-click the root folder to create a new subfolder. Right-click the subfolder to create a folder within the folder, delete, or rename the folder.
Creating a default folder structure under your specific practice areas will automatically create that same folder structure under each newly created matter that is associated with that practice area. Please note that pre-existing matters will not be updated to reflect newly created folder structures.
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 ...
Can I Access Documents From OneDrive?
Within CARET Legal (FKA Zola Suite), you can share documents between your Documents Tab and your OneDrive. Through this integration, you can view a list of these shared documents, download them, rename them, or delete them. Here's how: To get ...
How Do I Attach Documents to Tasks?
You can 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 and click on the checkmark ...
How Do I Record a Phone Call in Zola Suite?
The phone call feature will allow you to record notes about your phone call and store it in your matter communications. You can do this one of two ways. From Quick Add menu Click on the "+" from the Quick Add menu Select "New Phone Call Note" From ...
How should I use my notes section as opposed to my documents section?
The notes section was intended to remove the yellow notepads and sticky note pads from your practice, helping to keep you better organized and your clients’ confidential information more secure. Notes are a faster and simpler way to quickly jot down ...
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