Zola Suite
ZolaSuite Documentation
Getting Started
- Clearing Cache and Deleting Cookies
- Copy Contact Information With One Click
- Creating Departments and Accounts on the Chart of Accounts
- Do All Zola Suite Users Need to Have the Same Email Domain as the Main User?
- Does Zola Suite have a Client Portal?
- Does Zola Suite Offer Data Migrations?
Zola Suite Web
- Adding Firm Attendees On Calendar Events
- Alignment problems with check printing
- Am I Able to Change How My Matters Are Named in Zola Suite?
- Are my Email Contacts Automatically Saved to my Zola Suite Contacts?
- Bulk Downloading LEDES Invoices
- Can I Access Documents From Other Sources?
Zola CRM
- Can I Assign a Task to a Different User After It Has Been Created?
- Can I Move or Copy Documents From One Matter to Another?
- Can I Set Increments on a Matter Basis?
- Can I Share Multiple Documents at Once?
- How Can I Protect my Webforms From Spam?
- How Do I Create Leads?
Caseway
- Can a Client Make a Partial Payment Through Caseway?
- Can a Client Pay a Retainer Through Caseway?
- How can I revoke a client’s access?
- How Can I Share Documents with My Clients Through Zola Suite?
- How Can My Client Use Zola Caseway?
- How Do I Assist My Client With Caseway Registration?
Zola Suite Mobile
- Am I able to access Zola Suite on the go?
- Can I create new entries in the Zola Suite iOS application?
- Can I see my firm's Activity Feed on the iOS app?
- Does the timer on Zola Suite Mobile sync with the timer on Zola Suite Web?
- How to use 3D touch on the Zola Suite iPhone application
- No upcoming events / tasks on my Zola Suite iPhone application
Video Guides
- Bank Account Reconciliation in Zola Suite
- Billing a Flat Fee Invoice in Zola Suite
- Billing a Time Entry in Zola Suite
- Bulk Billing Center in Zola Suite (Condensed)
- Calendar Overview in Zola Suite
- Custom Matterscapes in Zola Suite