"Matter Documents" vs "Shared with me via Caseway"
"Matter Documents" include everything you and fellow staff members have uploaded or created for a particular matter.
The "Shared with me via Caseway" section shows documents shared by clients or colleagues who you’ve invited to collaborate. Documents in this section can be moved over to the Matter documents as new documents or new versions of existing documents upon approval.
Can My Clients Upload documents For My Review?
Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them Your client will want to log into Caseway and locate the button on the upper right ...
What Do My Clients Have Access to in Caseway?
When your clients log in, they will be able to Select a Matter from the dropdown if they have more than one to View any Documents shared with them View any Invoices shared with them Upload Documents to share with the firm
If a Client Un-Shares a Document With Me in Caseway, Will I Still Be Able to Access it?
If a Client un-shares a document with you in Caseway, you will no longer be able to access that document. Here's how you can avoid this: Once you receive a document from the client, save it directly to the document section of the matter. If it ...
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Do I Resend the Caseway Invitation and Security Code to a Client?
The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
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