Within Zola Suite, you can access any of your Zola Suite Documents that are stored inside OneDrive Personal and OneDrive for Business. Once your Zola account has been integrated with OneDrive, you'll be able to "link" a matter folder within the Documents section. With this integration, you'll be able to view a list of these documents, download them, rename them, or delete them. Here's how:
- Go to your Firm Settings and select the Integration tab under Documents and Notes.
- Then click on the blue button labeled "Enable OneDrive Integration."
After linking your Document Storage Provider with Zola Suite you can now begin establishing syncs within the external source's folder (i.e. OneDrive) of your matters. To integrate a matter you will need to link existing Matters.
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