Tips and Tricks
How Can I Schedule a Training Session?
You can schedule a training session with one of our Product Experts by clicking here: Schedule CARET Legal Training Select Your Product: CARET Legal Select Your Service: Product Training You can pick from the following sessions: Overview (1.5 hrs) ...
How Can I Report an Issue Anonymously?
Yes! Zola Media’s Anonymous Reporting form can be used to report possible illegal, unethical, or improper conduct independent of our normal communication channels if those other channels are not sufficient for this purpose. Any unrelated submissions ...
Is Zola Suite Compliant With or Certified for Any Standards?
Zola Suite's cloud infrastructure providers are certified and/or compliant in: SOC 2 Type 2 SSAE 16 SAS 70 Such infrastructure providers, such as AWS ensure that these internal controls are in place and effective. You may request compliance reports ...
How do I Print Or Export in Zola Suite?
Throughout Zola Suite there will be options to export your selected data on the page to .PDF and or .CSV format on the right hand side of the ribbon of that page
How to Adjust the Resolution in Microsoft Edge?
If you notice that the size of your screen in Microsoft Edge is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
How to Adjust the Resolution in Firefox?
If you notice that the size of your screen in Firefox is too big or too small, try adjusting the resolution or zoom. Click on the 3 horizontal lines in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
How to Adjust the Resolution in Safari?
If you notice that the size of your screen in Safari is too big or too small, try adjusting the resolution or zoom. Click on 'View' in the top left of the browser Click on Zoom In or Zoom Out to make the screen bigger or smaller
How to Adjust the Screen Resolution or Zoom settings in Google Chrome?
If you notice that the size of your screen in Google Chrome is too big or too small, try adjusting the resolution or zoom. Click on the 3 vertical dots in the top right corner of the browser Click on the + or - to make the screen bigger or smaller
How to Adjust the Resolution on My Browser?
If you are noticing that your browser screen is looking too large or small, you may want to check the resolution. Please select the browser you are using below for instructions on how to check this: How to adjust the resolution in Google Chrome? How ...
How Do I Change My Zola Suite Username?
If you would like to change the email address that you log into Zola Suite with, which will also be the email that any Zola Suite notifications will be sent to, please follow these steps: Go to My Settings In the box labeled 'Username', you can edit ...
Zola Suite Support
If you are in need of any assistance or would like to submit feedback please contact our support team General Support Submit a Ticket from Zola Suite (Recommended) Submitting a ticket through the interface by clicking on the "?" icon in the top right ...
How Do I Perform a Conflict Check?
You can perform a Conflict Check by using the Universal Search tool on the top right-hand corner of your screen. This will allow you to search the entire database for a particular word, phrase or name. The search bar will auto-suggest related words ...
Set Up Text Reminders
Did you know that some of the leading time-management gurus recommend that you schedule time to read and respond to emails? While we highly recommend this strategy, it won’t work if your calendar and task reminders are sent via email. How effective ...
Copy Contact Information With One Click
Say you wanted to provide a contact list for the title agent who is conducting your real estate closing. Did you know that you can copy contact information onto a clipboard from the Contact section? It's a snap, go to the contacts section from the ...
Use Subfolders to Stay Organized
If you are like many lawyers, you can be, ahem, particular, when it comes to organizing your files. We get it. So are we. Which is why we’ve added subfolder functionality to Notes and Documents. Just right-click on the folder (or subfolder), create ...
Quick Ways to Capture Time
If you are getting paid for time spent, then it goes without saying, if you aren’t billing for your time, you are leaving money on the table. Zola Suite has several nifty ways to capture your time: Convert a Calendar entry to a Time Entry when ...