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.
How Do I Attach Documents to Tasks?
You can attach any Document that is currently saved within your Zola Suite account to your Tasks! To do so: Click on the 'Attach Zola Doc' tab Click on the 'Attach Zola Doc' link Select the Matter from the drop-down list and click on the checkmark ...
Can I Download Multiple Documents at Once?
With Zola Suite's Document Management system you can store your important Documents, and have them available to share or access at any time. When a document is uploaded to a Matter in Zola Suite, the file will be stored on our servers, and will be ...
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 ...
Can I Access Documents From Other Sources?
Within Zola Suite, you can access any of your Zola Suite Documents that are stored inside OneDrive Personal and OneDrive for Business. With this integration, you'll be able to view a list of these documents, download them, rename them, or delete ...
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 ...
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