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:
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 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 Assign Emails Directly to a Matter?
Zola Suite offers you the ability to associate and store Matter-Related emails in a dedicated Communications Tab within each respective Matter. You can then Reply, Reply All, Forward, Print, and Delete these emails right from the Matter. Follow these ...
How Do I Delete An Email In Zola Suite?
Deleting Emails in your Zola Suite Email Client is simple! Follow the steps below. First, open the Zola Suite Email Client and locate the email you wish to delete. Next, either locate the trash can icon by hovering over the email in your inbox, or ...
Email Setup Overview
Zola Suite's Email integration allows you to connect an existing email account to Zola Suite to help you manage your day-to-day tasks in one location. Follow the steps below to get started: When you log into Zola Suite, the first page you will see is ...
Experiencing degraded performance in Zola Suite?