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.
Sending Most Recent Document Versions
I have several versions of a document saved to a matter within my Zola Suite account. When I attach this document to an email, will the most recent version be included or do I have to worry about an older one being sent? Yes, by default the most ...
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 Navigate to the document section Click on the 3 dots on the far right side of the document you'd like to share ...
Does Zola Suite Allow Me to Save an Email Signature? How Can I Create One?
Yes, Zola Suite allows you to save multiple email signatures to be included in outgoing messages. To set yours up: Go to "My Settings" and scroll down to "Email Signatures". Here you will find the option to edit your account settings and input email ...
How Do I Create a Document Template?
Document Templates are Word documents that you 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 client's name ...
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: 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 ...
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