General
How Do I Create A Portfolio Document?
Zola Suite allows you to easily merge documents together to create a portfolio document. You can do so simply by selecting the documents you would like to have merged into a portfolio document. You will then see the "Multi-Select Options" at the ...
How Do I Re-Map My NetDocs?
You will need to go into the Matter Options and click the 'Clear' button next to the name of your Workspace. When you've cleared it, you'll get a notification at the bottom of your screen confirming the mapping has been removed. To map a new ...
Does Zola Suite Have OCR Functionality?
Zola Suite makes it easy to extract text from data tables, documents, and handwriting from virtually any file type and surface through an AI-enabled OCR scan. This equips Zola Suite with the ability to scan information on street signs, car license ...
What is the Disable Auto Save option on the Word Plugin?
The Word plugin allows you to Save documents that you open from your hard drive, network drive, One Drive or storage other than Zola Documents directly into a Matter. It gives you an option to Save your changes only to Zola Documents or both to ...
How Do I Use the zEditor?
You may have noticed that when clicking on a .docx file in Zola Suite, the options menu now includes zEditor. zEditor allows you to edit and save .docx files directly within the program without ever having to leave Zola Suite! Simply click the .docx ...
Document Management Overview
How do I integrate Worldox with Zola Suite?
Prior to integrating Worldox with Zola Suite, you must first ensure you are using Worldox Web 3. The Worldox Web 3 software is included for all Worldox clients with a current maintenance agreement. If your firm is on Worldox GX4 but has not yet ...
How Do I Set Up NetDocuments?
The below steps will walk you through some updates that will need to be made in your NetDocuments account, so you can access files stored in NetDocuments right through your Zola Suite account. In the Admin section of your NetDocuments account, select ...
Can I Recover a Deleted Matter or Documents?
There may be times where you need to recover a Matter or Document that has previously been deleted. It may have been deleted in error, or there may still be open AR associated with the Matter that needs to be addressed. Whatever the reason, you can ...
How Do I Create Folder Structures For Documents and Notes?
Zola Suite gives you the ability to customize your default folder structures for both your Notes and Documents sections. This will help keep you stay better organized, as each folder structure is specific to a particular Practice Area. To create ...
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 ...
How Do I Generate a Document Using My Template?
Once you have finished creating your Document Temple with all of your Merge Fields, you are able to generate the document for different Matters. Please follow the below instructions on how to generate: Find the Template you'd like to use and click ...
How Do I Share Intake Forms With My Clients?
Once you have created your Intake Form, you are able to share the form with your clients via email and a shareable link as well as filling it out yourself if they are in your office. To share the form: Go to the Matter in which you would like to ...
What is a Merge Field?
Have you ever used mail merge? This is a similar concept to using Zola Suite's Document Templates. Zola Suite uses Merge Fields to add Matter specific values to Document Templates. For example, if you need to insert a primary client's name somewhere ...
What are "Intake Forms" Used For, and How do I Create One?
In CARET Legal, the "Intake Forms" are used to record specific Matter related data which can either be collected from the client or filled in manually. The data can then be used to create Merge Fields for Document Templates. Intake forms can be ...
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 ...
How Do I Add Folders for My Documents?
Zola Suite's document manager allows you to keep all of your documents organized and separated by adding folders and subfolders. Go to the documents section If you are inside of the Matter, go to the Documents tab. If you are in the designated ...
Why Is the Zola Suite Microsoft Word Plugin Not Showing on the Ribbon?
If the plugin is installed but not showing on the ribbon, do the following: Click File and select Options In Options, click on Add-Ins on the left, select Zola Suite, and in the Mange dropbox ( bottom ) select COM Add-Ins and click on Go... Click ...
Can I Access Documents From OneDrive?
Within CARET Legal (FKA Zola Suite), you can share documents between your Documents Tab and your OneDrive. Through this integration, you can view a list of these shared documents, download them, rename them, or delete them. Here's how: To get ...
Can I Add A "Save to Zola Suite" Shortcut in Word?
You can add a shortcut using the Quick Access Toolbar in Word. To add Zola Suite to this, follow the steps below. 1. In the top left corner of Word you will see the Quick Access Toolbar. To edit what is shown here, click on the downward arrow and ...
How Do I Use the Microsoft Word Ribbon?
Before you get started, make sure you have installed the Zola Suite Microsoft Plugin. First, you will need to login to your Zola Suite Account. You will be prompted to do this if you try to open or save a document to Zola Suite. Editing Existing ...
How To Install: Zola Suite Microsoft Word™ Plugin
Simply navigate to the Document section and click on the word icon on the ribbon. This action will download the installer. Locate the installer file labeled as setup.exe and execute. It is recommended to save and close all your open word document ...
Intake Forms Video
For more information on how to use Intake Forms in a Document Template check out our Document Automation Video
Document Automation Video
Check out our Custom Form Video
How Do I Use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
Can I Import Document Folders from my Computer?
You can upload folder hierarchies into Zola Suite by either dragging the folders to the Documents grid or to the Document upload window. The layout of the folder hierarchy will stay intact and will show as new subfolders of the folder they were ...
Does Zola Suite Have Document Storage or Upload Limits?
Zola Suite doesn't have a limit on the size or amount of documents that are stored on our secure server. Upload capabilities are dependent on certain variables including internet upload speeds. You can refer to this article to review Zola Suite's ...
How Can I Share Documents with My Clients Through Zola Suite?
Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Go to the document section Click on the 3 dots on the far right side of the document you'd like to share Select Email as ...
Can I Search for Information in a Document?
Zola Suite now offers intra-document searching. 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 ...
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 ...
Document Options: What Does "Lock and Download" Do?
This option is helpful when you want to alert other users that you’ve downloaded the document for editing and can help to guard against members of your team overwriting one another's work. You do this by clicking on the three dots, and then on ...
"Matter Documents" vs "Shared with me via Caseway"
"Matter Documents" include everything you and fellow staff members have uploaded or created for a particular matter. The "Shared with me via Caseway" section shows documents shared by clients or colleagues who you’ve invited to collaborate. ...
Can I View The Email My Client Gets When I Share a Document With Them?
If I upload a document and decide to share it with a client, I understand that Zola Suite will automatically send out an email. Will these notifications appear in my outbox? No, you will not see this message in your outbox. These messages are sent ...
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 ...
Can I Move or Copy Documents From One Matter to Another?
If you uploaded Documents to the incorrect Matter or would like to have the same Document copied in multiple Matters, Zola Suite makes it easy! You can, you do this by Clicking on the three dots Select "Move/ Copy to Matter" Select the new ...