How does the verification process work for a client signing up for a free account?
Zola uses multi-factor authentication to ensure maximum security when sharing documents. Therefore an SMS (cell phone) number as well as an email address is required the first time you share documents with an outside user. When you elect to give a client or colleague access to documents, he or she will receive an email from Zola asking the individual to click on a link within the email. Your client will be told to expect a text message with a code which must be entered.
Once this two step process has been completed, the client can choose a username and password which can be used to access the account in the future. The username and password selected by the client will be encrypted so your team will not be able to see this information.
Can I View The Email My Client Gets When I Share a Document With Them?
If I upload a document and decide to share it with a client, I understand that Zola Suite will automatically send out an email. Will these notifications appear in my outbox? No, you will not see this message in your outbox. These messages are sent ...
How Do I Resend the Caseway Invitation and Security Code to a Client?
The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
What are Work Categories?
Work Categories are any time-based work, or hourly services, that you charge for. They will be made available to you when creating new Time Entries and will show up on Invoices if a description is not provided. You can add new Work Categories from ...
How Do My Clients Register Their Caseway Account?
If you need to send your clients invoices or documents, you can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with getting your clients registered for Caseway. Before your client can log in, they will need ...
How Do I Print the Statement of Account for a Client?
If you have one client with multiple Matters or would like to send your client a listing of everything they owe from each invoice they have, you can print and send them their Statement of Account! Go to the Accounting Section Click on the Reports ...
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