How Do I Set Up Two-Factor Authentication?
For an add an extra level of security
to 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 scroll down to the "Change Password" section.
- In order to enable two-factor authentication, you will have 2 options:
- Download the Google Authenticator App and scan the provided code on your mobile device.
- Copy and Paste the code into your browser.
How Can I Connect my Email using Modern Authentication?
If you use Modern Authentication for your Office365 account, the following steps will walk you through how to grant the Zola Suite Email Client permission to Authenticate. Doing so will allow you to keep your email sync intact even if you make ...
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 ...
How Do I Format a Matter That Has Multiple Primary Clients?
If you have a Matter that has more than one Primary Client and cannot make one party the primary client, you can use this solution to organize your Matter: When you are creating the Matter add a new company as a Primary Client. This new Company will ...
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