Email in Zola Suite
How Do I Delete An Email In Zola Suite?
Deleting Emails in your Zola Suite Email Client is simple! Follow the steps below. First, open the Zola Suite Email Client and locate the email you wish to delete. Next, either locate the trash can icon by hovering over the email in your inbox, or ...
How Do I Whitelist Spoofed Emails From Zola Suite to My Domain?
If your firm has a security protocol to block all incoming emails with the firm domain from any servers outside of the firm's current authorized MX server you may be missing emails sent out by Zola Suite's Invoice Bulk Basting feature where the ...
How Can I Connect My Email Using Modern Authentication?
If you are using Microsoft Office 365 or Microsoft Exchange hosted email, the following steps will walk you through granting the Zola Suite Email Client permissions within Azure. These are needed for Email Sync for Zola Suite. As a prerequisite, have ...
What Is Email Folder Mapping?
Once you register your email with Zola Suite, you will be asked to 'map your folders'. When doing this you will want to make sure your Inbox is linked to the dropdown menu option for "Inbox," Sent to "Sent Items," etc. so that Zola Suite will know ...
How Do I Convert an Email to a Task?
If you are in an email and the contents require you or a colleague to Task you can convert that email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and click on it. ...
How Do I Stop My Email From Syncing in Zola Suite?
Zola Suite is able to sync with your existing email provider. If you wish to stop the sync at any time, reach out to support so we can remove your account on our end. If you wish to stop sync so you can register a different email account, simply ...
Why Isn't the Zola Suite Tab Showing on Outlook's Ribbon?
If you are not able to see the Zola tab showing in your Outlook, there may be several issues that could be the cause of this problem. The Outlook Plugin might not be installed correctly, your Outlook client might have issues, or more commonly, this ...
How Do I Use the Outlook Plugin?
The Outlook plugin will allow you to bring in certain features from Zola Suite into your Outlook Mail Client. After you have downloaded and installed the Zola Suite plugin, follow the instructions below to start using it: Open Outlook, Click on Zola ...
How Do I Install the Zola Suite Outlook Plugin?
Navigate to Zola Suite's login page secure.zolasuite.com and click on the Outlook icon You can also click on the image below to download: Outlook Plug-InBB Download and save the installer file (Setup.exe). Locate the file and double-click to ...
How Do I Assign Multiple Emails to a Matter?
Do you ever need to assign multiple emails to a single Matter? In Zola Suite, you can relate emails to a Matter in bulk. Once the Email Section has opened up, click on the box to the left of the email to select it. Select all the emails that you ...
How Do I Register My Email Account in Zola Suite?
If you are looking to sync your email account with Zola Suite, change the email account registered, or even restart the connection between your email account and Zola Suite you will need to Re-register. Go to "My Settings" Scroll down to Email Setup ...
Why does my email account keep getting disconnected?
If you see a message that your email account was unauthenticated in Zola Suite, it means that your email provider has disconnected our access to your email account. This is usually caused by IMAP being disabled or your email account password being ...
What is the email size limit on Zola Suite?
Zola Suite and most email providers limit their email attachment sizes to 20MB. This limit includes all attachments, those from Zola Suite's Documents Section and those uploaded from the local computer. Most of the time attorneys are sending PDF ...
Are my Email Contacts Automatically Saved to my Zola Suite Contacts?
Anyone you send email to or receive email from will be saved to the autosaved contacts list from your email provider, but they will not be saved to Zola Suite. If you'd like to save a contact for a person that sent you an email, follow the steps ...
Can I Delete the Auto Suggested Contacts in Email?
When a user associates a new email/email reply with a Matter, any associated contacts from said matter will display as suggestions in the "To," "CC," and "BCC" fields.
How Do I Save Email Attachments to My Zola Docs?
When you receive an email in Zola Suite you can save the attached documents to Zola Suite or save them to your computer files. Follow the steps below to save the attachment to Zola Suite: Go to Email section. Click on the Email attachment to open the ...
Can I Stop the Timer on New Emails?
When you assign a Matter to a new email, a timer will automatically start running. Once the email is sent, a new time entry will be saved for the communication. To get started, assign the email you are about to compose to a matter using the dropdown ...
Email Setup Overview
Zola Suite's Email integration allows you to connect an existing email account to Zola Suite to help you manage your day-to-day tasks in one location. Follow the steps below to get started: When you log into Zola Suite, the first page you will see is ...
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 ...
Will All Responses in an Email Chain Automatically Save to the Matter?
No, all subsequent emails in the same thread will not be assigned to the Matter by default. However, all messages from a contact associated with a Matter will show a purple briefcase next to the sender's name. By hovering over the briefcase, you will ...
Who Has Access to Emails Saved to a Matter?
Any firm users who can access the Matter will be able to see all related correspondence within the Communications tab of that Matter. These emails saved to a matter can be found by going into a specific matter and clicking on the Communications tab ...
Can I Have Multiple Email Accounts Set to Come into My Zola Suite Account?
At this time, Zola can only support one email account per user.
What Types of Email Accounts Does Zola Suite Support?
Zola Suite's email client is designed to work best with Gmail/G Suite accounts and Office 365 accounts through Microsoft. Zola Suite is able to connect with other accounts via IMAP, but this is not recommended. Learn how to set up your email account ...
How Does the “Smart Suggest” System Work?
Ever have panic rush over you when you realize you sent an email to the wrong recipient? Zola Suite's revolutionary “Smart Suggest" system helps you to avoid such errors by suggesting only relevant contacts when composing a new message. Compose a new ...
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.
Does Zola Suite Allow Me to Save an Email Signature? How Can I Create One?
Yes, Zola Suite allows you to save multiple email signatures to be included in outgoing messages. To set yours up: Go to "My Settings" and scroll down to "Email Signatures". Here you will find the option to create and edit your email signature(s). ...
Does Zola Suite Support Other Languages?
When drafting a new email, you have the option to choose the language you prefer by selecting the globe icon with the letter A You can include accent marks by holding down the letter you wish to use.
How Do I Print an Email in Zola Suite?
You can easily print any email in the Email section of Zola. First, select the email you would like to print, and click the Print button on the menu bar. Go to the Zola Suite Email Client and you will see "Print" as an option on the top ribbon: