Use Subfolders to Stay Organized
If you are like many lawyers, you can be, ahem, particular, when it comes to organizing your files. We get it. So are we. Which is why we’ve added subfolder functionality to Notes and Documents. Just right-click on the folder (or subfolder), create your new folder and you’re good to go.
How do I Use zDrive for Mac?
This article provides an overview of zDrive and the already powerful document management system of Zola Suite. The system keeps documents organized and makes it easy to search, sort and review. zDrive allows you to edit these documents and save them ...
How do I Use zDrive for PC?
How do I use zDrive for Mac? This article provides an overview of zDrive and the already powerful document management system of Zola Suite. The system keeps documents organized and makes it easy to search, sort and review. zDrive allows you to edit ...
How Do I Change the Names and Colors of Event Categories on My Calendar?
If you would like to change or create new Event Categories for Calendars you can! You can also change the colors to keep yourself more organized! Go to your account's Firm Settings. In the Event Categories section, you can add new event categories or ...
When I Create a New Task, I See I Can Choose a Color for It. What Is This for?
The colors are simply for organization or priority. Choosing one of these colors will add a vertical stripe of that color to the left of the task in the list view. This allows you to be able to differentiate certain tasks from others as well as ...
How Can I Use Contact Tags?
Zola Suite includes a tagging feature that can be used to help categorize and search for Contacts. This feature can be used within the contacts section to create and export contact lists. A tag is a self-building library of keywords that the system ...
Experiencing degraded performance in Zola Suite?