How do I share my Zola Suite Calendar?
You can export your calendar using your own ICS feed, which is available in the main Calendar page. Follow the steps below to export your Calendar:
1. Go into the Calendar section.
2. On the salmon colored bar, click the Share/Sync option, this will open a window with your Calendar's unique URL.
3. Copy the ICS feed and paste it into your calendar application. If you are getting an error message that the link is not in the correct format, try replacing "webCal" at the beginning of the link with "https".
Please note: All new events that are added to your Zola Suite Calendar will be updated to the programs you've shared this URL with. Use discretion when sharing this feed with third parties.
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How do I stop my Zola Suite Calendar from syncing w/ my Office 365 or Google Calendar?
To stop calendar syncing, select “View Sync Settings” under Sync/Share Once the sync settings window pops up you can select “stop sync” to stop syncing between Zola Suite and your external calendar. Due to limitations of external applications, ...
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 Go to the document section Click on the 3 dots on the far right side of the document you'd like to share Select Email as ...
How Do I Share Invoices With My Clients Through Zola Suite?
There are 2 ways that you can share invoices within Zola Suite: "Send as Attachment" or "Share via Caseway" Go to "Invoice & Payments" tab in the Accounting section Click on the More Actions button of the individual invoice record or select multiple ...
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. *requires LawPay ...
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