How Do I Save Email Attachments to My Zola Docs?

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 attachment save options.



  • Select "Save as Zola Document"

  • This will open a window where you can select which Matter the document will be assigned to. Select the related Matter and click "Save as Zola Document".



  • The email attachment will be saved to the main folder of the Matter's Documents.

               

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