What Does the Search Bar at the Top of the Page Do?
Clicking on the magnifying glass on the top right-hand corner of your Zola Suite account will allow you to utilize the Universal Search tool for searching in contacts, matters, and also performing conflict checks. By entering a keyword or phrase in the search bar, you will be able to perform a complete search throughout all of the data that you have stored within Zola Suite for entries
By clicking on the magnifying glass in the top right-hand corner of your Zola Suite account you can utilize the Universal Search tool. Entering any keyword or phrase in this bar will allow you to perform a complete search throughout all of the data that you have stored in Zola Suite for entries that match your search term. You can use this as a search tool or as a conflict check to see if you have ever worked with someone before.
For example, typing "John" in the box will yield suggestions for all Matters and Contacts that are associated with that term:
Another example, if you type John and hit enter, it will display a complete report of John's associations and activities:
By clicking "Print Search Result" you will be able to export the conflict check to a PDF:
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 ...
How Do I Perform a Conflict Check?
You can perform a Conflict Check by using the Universal Search tool on the top right-hand corner of your screen. This will allow you to search the entire database for a particular word, phrase or name. The search bar will auto-suggest related words ...
How Do I Use Tags or Keywords to Search in Matters and Contacts?
You can add searchable keywords or tags to assist in searching through Matters and Contacts. If you have a Matter or Contact with a similar name or you want to be able to search for specific keywords that are not in the Matter name then you will want ...
How Do I Print All Time Entries for a Matter?
You are able to print out all Time Entries for a Matter and use the advanced search to narrow down your results. Zola Suite offers two ways of printing. You can do this using the Export function which downloads the data into CSV format and Print to ...
How to Use the Quick Add Feature to Add Entries From Any Page?
The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.
Experiencing degraded performance in CARET Legal?