When a client uploads a Document, where can I see it?
Any documents uploaded in Caseway will show in that Matter's documents in the tab Shared with me via Caseway.
You will see when it was upload, who it was uploaded by and which Matter it belongs to.
From this tab you can add the document as a new Matter document, or upload it as a new version to an existing document.
Can I View The Email My Client Gets When I Share a Document With Them?
If I upload a document and decide to share it with a client, I understand that Zola Suite will automatically send out an email. Will these notifications appear in my outbox? No, you will not see this message in your outbox. These messages are sent ...
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 ...
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 ...
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 Aren't Documents Opened with zDrive for Windows Saving Updates?
zDrive needs to have full access to the folders that store its temporary files. These folders should be located on the PC’s C:\ drive, not a Network drive or a folder that automatically syncs to the cloud, like a OneDrive folder. To find where your ...
Experiencing degraded performance in Zola Suite?