How Do I Use the Microsoft Word Ribbon?
First, you will need to login to your Zola Suite Account. You will be prompted to do this if you try to open or save a document to Zola Suite.
Editing Existing Documents:
To work on an existing Document in your account, simply select a document and click open.
Creating New Documents:
If you'd like to start a new document and save it to Zola Suite, you can do that also. In the Zola Suite tab of Word, select save. This will open a window where you can access all of your Matters. Select the Matter you'd like to assign the document to and, if desired, a subfolder to put the document in below. If no subfolder is selected the document will be saved in the root folder.
How To Install: Zola Suite Microsoft Word™ Plugin
Simply navigate to the Document section and click on the word icon on the ribbon. This action will download the installer. Locate the installer file labeled as setup.exe and execute. It is recommended to save and close all your open word document ...
Why Is the Zola Suite Microsoft Word Plugin Not Showing on the Ribbon?
If the plugin is installed but not showing on the ribbon, do the following: Click File and select Options In Options, click on Add-Ins on the left, select Zola Suite, and in the Mange dropbox ( bottom ) select COM Add-Ins and click on Go... Click ...
How do I use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
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 ...
Can I Add A "Save to Zola Suite" Shortcut in Word?
You can add a shortcut using the Quick Access Toolbar in Word. To add Zola Suite to this, follow the steps below. 1. In the top left corner of Word you will see the Quick Access Toolbar. To edit what is shown here, click on the downward arrow and ...
Experiencing degraded performance in Zola Suite?