Will All Responses in an Email Chain Automatically Save to the Matter?
No, all subsequent emails in the same thread will not be assigned to the Matter by default.
However, all messages from a contact associated with a Matter will show a purple briefcase next to the sender's name. By hovering over the briefcase, you will be able to see any Matters this Contact is related to, and what their role is. You can then choose which messages you wish to save.
For Email chains, we suggest associating a later response to the Matter. This will show the full thread in one email, rather than cluttering your Communications section with redundant information
How Do I Save Email Attachments to My Zola Docs?
When you receive an email in Zola Suite you can save the attached documents to Zola Suite or save them to your computer files. Follow the steps below to save the attachment to Zola Suite: Go to Email section. Click on the Email attachment to open the ...
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
What Happens If I Delete an Email After I Associated It With a Matter?
If you delete a message from your Inbox after it has been associated with a Matter, it will only be removed from your inbox but remain within the associated Matter so you can refer back to it at any point in time.
How Can I Create and Save an Email Signature?
CARET Legal allows you to save multiple email signatures to be included in outgoing messages. To set yours up: Go to "My Settings" and scroll down to "Email Signatures". Here you will find the option to create and edit your email signature(s). Select ...
Email Setup Overview
Zola Suite's Email integration allows you to connect an existing email account to Zola Suite to help you manage your day-to-day tasks in one location. Follow the steps below to get started: When you log into Zola Suite, the first page you will see is ...
Experiencing degraded performance in CARET Legal?