Notes
How do I customize a Note?
When composing a note, we offer several options for customization and styles. You can edit the font style, size, color, and background. You can also use the toolbar to add numbers, bullets, indents, block quotes, hyperlinks, images, tables and ...
Can I add non-Matter related Notes?
Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all. Also, you can create a Matter for a potential/ referral and set the status ...
How do I add multiple folders in Notes?
Yes, you can make as many as you'd like. If you right click the root folder, it will give you the option to make a sub-folder for the Matter. You can even add sub folders to the sub folders - organize away!
Can I Edit Outlook Notes from the Email Section?
You will only be able to view notes from Outlook. Rather, we recommend using the Notes section of Zola Suite instead because you can link them to your Matters, fully customize them using our HTML editor and organize them using subfolders.
How should I use my notes section as opposed to my documents section?
The notes section was intended to remove the yellow notepads and sticky note pads from your practice, helping to keep you better organized and your clients’ confidential information more secure. Notes are a faster and simpler way to quickly jot down ...
In the notes section, there is an option to export to RTF. What does this do?
RTF simply stands for “Rich Text Format". This option allows you to export a note that you've drafted into a Word-like format that can be easily printed, saved elsewhere or converted to a PDF file.
I see there isn't versioning for notes. Can I lock one if I don't want the contents to be deleted?
The notes feature does not include versioning, You can, however, see if any changes to a note were made through the activity log for your account. If you wish to keep versions of a note, we would recommend exporting the contents to a Word Document ...
Is there an easy way for me to find a note that I’m looking for?
Zola Suite was built with organization in mind. Your Notes are organized by Matter to keep everything that is related together. Once you are in the Matter's Note section, you can use the search bar (in the top left corner under the header) to find ...