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.
Can I Access Documents From Other Sources?
You can access any of your Zola Suite Documents inside Box, Dropbox, Google Drive, or OneDrive Personal as well as access them from within Zola Suite. Simply go to your Firm Settings, and select the Integrations tab under Documents. Then click on the ...
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 ...
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 ...
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.
How Do I Attach Documents to Tasks?
You 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 Click on the checkmark next to ...
Experiencing degraded performance in Zola Suite?