How Do I Whitelist Spoofed Emails From Zola Suite to My Domain?
If your firm has a security protocol to block all incoming emails with the firm domain from any servers outside of the firm's current authorized MX server you may be missing emails sent out by Zola Suite's Invoice Bulk Basting feature where the firm's email address for invoicing is BCCed.
Make sure to whitelist and authorize these server IP addresses in order to make sure you receive these emails:
If your mail settings require the IP address to be whitelisted please contact our support team
to request your emails be sent from a static IP address
What is the Bulk Billing Center and How Do I Use It?
The Bulk Billing Center allows you to automatically print or blast email all of your clients whose billing preference is set to Email PDF with their respective invoices or statements of account. These emails with the invoices attached will be sent ...
How Do I Set Up Bulk Billing?
When you are ready to start using batch invoicing , first please contact support to enable the ability on your Zola Suite account. Once that is complete, you will need to verify your domain. To do so please follow these steps: Go To Your DNS Provider ...
How Do I Assign Multiple Emails to a Matter?
Do you ever need to assign multiple emails to a single Matter? In Zola Suite, you can relate emails to a Matter in bulk. Once the Email Section has opened up, click on the box to the left of the email to select it. Select all the emails that you ...
How Do I Use Bulk Billing?
Before you continue make sure that the bulk billing setup has been completed. Please make sure that the billing preference for both the primary client's contact and the Matter option is set to Email PDF Matter: Contact: Go to the Accounting section ...
Why Should I Add My Email Account to Zola Suite?
Email is an essential piece of Zola Suite, and the one time setup is quick and painless. With our native email client, you get all the features of a regular email client in addition to being able to: Assign multiple emails to a matter with a click of ...
Experiencing degraded performance in Zola Suite?