Can I Search for Information in a Document?
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 in the document.
If you wish to narrow down the results, you can use the other advanced filters on the left-hand toolbar.
These advanced search parameters can also be found on the Document Dashboard if you are looking to search through all documents rather than just the documents within a chosen Matter.
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How Do I Attach Documents to Tasks?
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Is My Client Able to View Any of Their Matter Information?
No, this information is intended for internal use only within Zola Suite. Should you give a client the option to sign up for Caseway, they will only be able to view Documents and Invoices that you have shared with them.
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