How Do I Set Up Two-Factor Authentication?
For an added layer of security
on your Zola Suite account, you can choose to enable two-factor authentication when logging in.
To enable this feature
- Go to your My Settings and under 'User Information' you will see 'Enable 2 Factor Authentication...'
- In order to enable two-factor authentication, you will have 2 options:
- Download the Google Authenticator App or Microsoft Authenticator App and scan the provided code on your mobile device.
- Copy and Paste the code into your browser.
Can I Set a Starting Invoice Number?
If you want to set a specific invoice starting number or deleted an invoice and want to use that same number again, you can do so within Zola Suite! Go into the Firm Settings of your account. In Billing & Accounting Options you can set your starting ...
How Do I Set Up NetDocuments?
The below steps will walk you through some updates that will need to be made in your NetDocuments account, so you can access files stored in NetDocuments right through your Zola Suite account. In the Admin section of your NetDocuments account, ...
How to Set Up an iOS Developer Account?
In order to place your new Caseway mobile app on the app store, we need the firm to create their own iOS developer account. Before you start make sure that you have the following information: Registered Legal Entity Name (Not DBAs, Fictitious ...
Set Up Text Reminders
Did you know that some of the leading time-management gurus recommend that you schedule time to read and respond to emails? While we highly recommend this strategy, it won’t work if your calendar and task reminders are sent via email. How effective ...
How Can I Connect My Email Using Modern Authentication?
If you are using Microsoft Office 365 or Microsoft Exchange hosted email, the following steps will walk you through granting the Zola Suite Email Client permissions within Azure. These are needed for Email Sync for Zola Suite. As a prerequisite, have ...
Experiencing degraded performance in Zola Suite?