Navigate to the Documents 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 prior the installation.
You can also:
- In your web browser, browse to http://download.zolasuite.com/office/word-plugin/setup.exe.
- A file named “setup.exe” will download, click it to install the plugin.
- Run the program.
- If you had Microsoft Word™ open, close the program and re-open it.
That’s it! You will see a new tab in Word™ for CARET Legal. When you click on the tab and open or save a document, you will be prompted to login to your CARET Legal account. From there, you can open matter-related documents stored in CARET Legal, save documents to matters (new versions or new documents) and even use existing or create new tags, all without ever leaving Word™!