How Do I Open Attachments From Tasks?
- 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 Documents tab
- From here you are able to click and open the document.
How Do I Save Email Attachments to My Zola Docs?
When you receive an email in Zola Suite you can save the attached documents to Zola Suite or save them to your computer files. Follow the steps below to save the attachment to Zola Suite: Go to Email section. Click on the Email attachment to open the ...
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 ...
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 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 ...
What are sub-tasks?
Certain tasks, like filing a bankruptcy petition or preparing a contract for the sale of a home, have a number of steps which must be completed. Subtasks allow you to break up a parent task into more granular steps. As you complete the subtasks you ...
Experiencing degraded performance in Zola Suite?