How To Install: Zola Suite Microsoft Word™ Plugin
Simply navigate to the Document section and click on the word icon on the ribbon. This action will download the installer. Locate the installer file labeled as setup.exe and execute. It is recommended to save and close all your open word document prior the installation.
Please note: The Zola Suite Word Ribbon is only compatible with Windows Desktop Versions 2013 and 2016.
You can also:
That’s it! You will see a new tab in Word™ for Zola Suite. When you click on the tab and open or save a document, you will be prompted to login to your Zola Suite account. From there, you can open matter-related documents stored in Zola Suite, save documents to matters (new versions or new documents) and even use existing or create new tags, all without ever leaving Word™!
Why Is the Zola Suite Microsoft Word Plugin Not Showing on the Ribbon?
If the plugin is installed but not showing on the ribbon, do the following: Click File and select Options In Options, click on Add-Ins on the left, select Zola Suite, and in the Mange dropbox ( bottom ) select COM Add-Ins and click on Go... Click ...
How Do I Use the Microsoft Word Ribbon?
Before you get started, make sure you have installed the Zola Suite Microsoft Plugin. First, you will need to login to your Zola Suite Account. You will be prompted to do this if you try to open or save a document to Zola Suite. Editing Existing ...
Can I Add A "Save to Zola Suite" Shortcut in Word?
You can add a shortcut using the Quick Access Toolbar in Word. To add Zola Suite to this, follow the steps below. 1. In the top left corner of Word you will see the Quick Access Toolbar. To edit what is shown here, click on the downward arrow and ...
How Do I Install the Zola Suite Outlook Plugin?
Visit our login page at secure.zolasuite.com and click on the Outlook icon. Download and save the installer file (Setup.exe). Locate the file and double-click to install. The program will initiate the installation. Click Install. The program will ...
How Do I Install the Zola CRM Web Form on My Wordpress Website?
Zola CRM will allow you to manage your leads. One way that leads can enter your funnel is from your website Zola CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our ...
Experiencing degraded performance in Zola Suite?