Who Has Access to Emails Saved to a Matter?
All team members who can access the Matter will be able to see all related correspondence inside of the Communications tab of that Matter.
If there is an email message which should not be viewed by all, make sure that it is not associated with any shared Matters. You can easily remove a tag within your inbox.
Simply navigate to your inbox:
Notice the associated Matter on the email view.
How Do I Assign Emails Directly to a Matter?
Zola Suite eliminates the need to have hundreds of folders within your email. Instead of creating folders for each Matter or by the topic you can assign emails directly to its respective Matter! This will copy the email from your Email account and ...
How Do I Disassociate an Email From a Matter?
With Zola Suites email feature, you are able to assign an email to a matter. If you assign the email to an incorrect Matter or you just do not want the email saved anymore, you can unlink/delete the email. If the email is still stored in your email ...
How Do I Assign Multiple Emails to a Matter?
Are you tired of having to organize your emails into subfolders for each client or Matter? We have a solution. In Zola Suite, you can relate emails to a Matter in bulk. First go to to the Email Section in Zola Suite: you can do this from anywhere ...
Can I Set Increments on a Matter Basis?
Yes! When you create a Matter, you can set the increment right away. If you don't, it will be saved as the increment you entered in your Firm Settings. If you would like to change this later on, you can do so in the Matter Options tab of the Matter ...
What Happens If I Delete an Email After I Associated It With a Matter?
If you delete a message from your Inbox after it has been associated with a Matter, it will only be removed from your inbox but remain within the associated Matter so you can refer back to it at any point in time.
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