Sending Most Recent Document Versions
I have several versions of a document saved to a matter within my Zola Suite account. When I attach this document to an email, will the most recent version be included or do I have to worry about an older one being sent?
Yes, by default the most recent version of the document becomes the "Current" document which is then used as the attachment.
If you want to revert back to an earlier version, you can simply click on the version number to the right of the file name in your "Documents" list.
When doing this, you will find the full list of all versions and you can easily make any one of them your "Current" version by clicking on the link labeled "Make Current" to the right of the file name.
How Do the Recent Matters Work?
The Recent Matters list gives you a snapshot of the last 5 Matters that you worked in. The list will only display the matters that you've worked on within your account. This list is in Hyperlink format which redirects you to the actual Matters.
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Document Templates are Word documents that you use over and over again, but with specific details changing from Matter to Matter. These templates are used to create a new document. An example might be a letter where you wish to have the client's name ...
Can I Search for Information in a Document?
Zola Suite now offers intra-document searching. To perform a search that will look within a document, rather than just searching by document name, you can use the main search bar in the documents section. This will search through all the words found ...
Can I import document folders from my computer?
You can upload folder hierarchies into Zola Suite by either dragging the folders to the Documents grid or to the Document upload window. The layout of the folder hierarchy will stay intact and will show as new subfolders of the folder they were ...
How do I use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
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