This article provides an overview of zDrive and the already powerful document management system of CARET Legal. The system keeps documents organized and makes it easy to search, sort and review. zDrive allows you to edit these documents and save them with greater ease! You will no longer have to download the document to make changes and upload a new version.
Simply click the Documents tab in the Matter Details and click the Open with zDrive button that displays when you hover over the document.
To use zDrive:
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Download and install the zDrive for Mac app (you’ll just have to do this once on each computer). Once the program is downloaded you will use your CARET Legal login and password.
- When editing a document saved in CARET Legal’s document management tool, click Open in zDrive to open the file in the associated program on your Mac (Word, Excel, Acrobat, etc.)
- A pop-up appears that asking "Do you want to allow this page to open "zDrive"?", click Allow.
- This document will be available to edit when another pop-up appears to inform you "File ready for editing", click Open.
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Edit the file on your computer with the associated application and click on the save icon or use Command+S to save it. A new version of the file will be saved automatically to your CARET Legal account!
***Note - To save, simply use File --> Save.
DO NOT use File --> Save As.
Make Sure AutoSave is Turned Off
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If you are using zDrive for the first time since restarting the editing program you are using, you will be asked to log in. Be sure that you are using your CARET Legal username and password. You can also access your user settings from your Mac toolbar.