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 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 ...
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 ...
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 ...
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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