Document Options: What does “Lock and Download” do?
This option is helpful when you want to alert other users that you’ve downloaded the document for editing and can help to guard against members of your team overwriting one another's work.
You do this by clicking on the three dots, and then on clicking on "Lock and Download", it will show a lock next to the file name when saved.
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 ...
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 ...
Why am I seeing duplicate transactions when using Download and Review?
Through our integration with Plaid, you may from time to time see what appears to be a duplicate transaction in the download feed. These are in fact not true duplicates, but are based on the status of the transaction at the time you perform the ...
How Do I Create a Document Template?
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 ...
Experiencing degraded performance in Zola Suite?