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 and PDF documents that you can 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 ...
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 ...
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 a Client Pay a Retainer Through Caseway?
At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway. We do not recommend invoicing retainer fees because this will affect your P&L. You can always send a document reflecting the need for a ...
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