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 ...
What is the Difference Between “Work Categories/Type” and “Services”?
“Work Categories/Type” and “Services” serve two different purposes within Zola Suite. Work Categories/Types are mainly used for hourly billing, while Services are for a flat fee service. A “Work Category” would be the type of work or task you are ...
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. In your Firm Settings under the ...
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 ...
How do I refund a client’s payment using APX?
When you process a client payment that was made through APX, that payment can easily be refunded right in Zola Suite. To create the refund, you will first need to go to the main accounting sections and select Banks and Registers. Select the account ...
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