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 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 ...
How Do I Assign Emails Directly to a Matter?
Zola Suite eliminates the need to have hundreds of folders within your email. Instead of creating folders for each Matter or by the topic you can assign emails directly to its respective Matter! This will copy the email from your Email account and ...
How Do I Assign Multiple Emails to a Matter?
Are you tired of having to organize your emails into subfolders for each client or Matter? We have a solution. In Zola Suite, you can relate emails to a Matter in bulk. First go to to the Email Section in Zola Suite: you can do this from anywhere ...
How Do I Delete Invoices?
Deleting an Invoice will depend on what status the invoice is currently in and the result of deletion will depend on how exactly you created the invoice. Invoice Status: An invoice can be in Draft, Submit For Approval, Approved/Not Paid, Partially ...
How Do I Create a New Matter?
Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...
Experiencing degraded performance in Zola Suite?