How Do I Generate a Document Using My Template?
Find the Template you'd like to use and click the thunderbolt icon() on the right side of the grid. You will be asked which Matter to generate the document for, select the Matter from the drop down and click Generate Document.
- Name the Document and click Save Document, it will be saved to the Matter's Documents in Zola Suite. If you'd like to save it to your computer, click Download generated file.
- Voila, you generated a document using Document Automation! You can now share the Document via Caseway or send it as an email attachment without leaving Zola Suite.
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 ...
What is a Merge Field?
Have you ever used mail merge? This is a similar concept to using Zola Suite's Document Templates. Zola Suite uses Merge Fields to add Matter specific values to Document Templates. For example, if you need to insert a primary client's name somewhere ...
Can I Import Document Folders from my Computer?
You can upload folder hierarchies into Zola Suite by either dragging the folders to the Documents grid or to the Document upload window. The layout of the folder hierarchy will stay intact and will show as new subfolders of the folder they were ...
How Do I Create a Task Template?
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
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