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 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 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 ...
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 Scan Documents From a Ricoh MFP to Zola Suite?
Overview Zola Suite has an integration with Ricoh Multi-Function Printers (MFPs) to enable scanning and OCRing of documents directly into a Matter's Document section. Supported Devices Refer to this document for supported Ricoh devices. This ...
Can I edit Outlook notes from the Email section?
You will only be able to view notes from Outlook. Rather, we recommend using the Notes section of Zola Suite instead because you can link them to your Matters, fully customize them using our HTML editor and organize them using subfolders.
Experiencing degraded performance in Zola Suite?