How should I use my notes section as opposed to my documents section?
The notes section was intended to remove the yellow notepads and sticky note pads from your practice, helping to keep you better organized and your clients’ confidential information more secure. Notes are a faster and simpler way to quickly jot down information and associate with a matter within your Zola Suite account. The feature is great for client meetings and research. Also, unlike documents that have been uploaded to a matter, the content of notes is indexed and available for search.
Can I Access Documents From Other Sources?
Within Zola Suite, you can access any of your Zola Documents that are stored inside OneDrive Personal and OneDrive for Business. Once your Zola account has been integrated with OneDrive, you'll be able to "link" a matter folder within the Documents ...
Can I Download Multiple Documents at Once?
With Zola Suite's Document Management system you can store your important Documents, and have them available to share or access at any time. When a document is uploaded to a Matter in Zola Suite, the file will be stored on our servers, and will be ...
How Do I Create Folder Structures For Documents and Notes?
Zola Suite gives you the ability to customize your default folder structures for both your Notes and Documents sections. This will help keep you stay better organized, as each folder structure is specific to a particular Practice Area. To create ...
How Do I Add Folders for My Documents?
Zola Suite's document manager allows you to keep all of your documents organized and separated by adding folders and subfolders. Go to the documents section If you are inside of the Matter, go to the Documents tab. If you are in the designated ...
How Do I Record a Phone Call in Zola Suite?
The phone call feature will allow you to record notes about your phone call and store it in your matter communications. You can do this one of two ways. From Quick Add menu Click on the "+" from the Quick Add menu Select "New Phone Call Note" From ...
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