Where Does the Picture I Upload Into My Settings Appear?
Your user picture, also known as your avatar, will display on the top right of your Dashboard. This avatar will display when others in the firm assign things such as tasks to you.
- You can easily change your picture by navigating to My Settings and clicking on the picture. You can upload your desired picture from a location on your computer.
The final product will look like this:
Can My Clients Upload documents For My Review?
Once you have invited a client or colleague to set up an account in Caseway, that individual can upload documents and also view documents that you’ve shared with them Your client will want to log into Caseway and locate the button on the upper right ...
Can I Upload Trust Check History?
In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds. If you are looking to upload a list of trust checks that have already been created, rather than create ...
If I upload a photo for a contact can he or she see it?
No, the individual won’t be able to see the photo you’ve assigned to the contact details in Zola so go ahead and upload the most unflattering photo of opposing counsel you can find. They’ll never know and at least you’ll get a good chuckle every time ...
What Are My Email Server Settings?
When syncing your email with Zola Suite, if you have an email that is hosted by anyone other than Microsoft Office 365/Exchange or G Suite/Gmail you will need to select 'Other' and get your email server settings for an IMAP connection. Every email ...
How Do I Remove a User From My Account?
If you need to remove a user from your account for any reason, an Administrator or Office Manager can do so from the Firm Settings. We recommend deactivating a user and inviting any new users to maintain data integrity. Go to Firm Settings Select the ...
Experiencing degraded performance in Zola Suite?