Welcome to smarter contract management!
How to use Zefort
The videos on this page will help you get started with Zefort and in everyday use. If you have any questions, our customer support will help you move forward.
Videos for Zefort Administrators
Introduction of Zefort
As an administrator, it is important to know the default settings for using Zefort and user roles, as well as the role of binders in managing the rights of users and user groups.
Account Settings
You can change various default settings in your account settings, such as contract metadata fields or reminders, and manage integrations with other systems.
My settings
In the My settings, you can change the password or default folder for downloadable contracts and check user-specific Zefort email addresses.
Users
In user management, users and user groups are added and deleted, the user role (Viewer, Editor, Administrator) is selected and the rights of individual users are defined.
Binders
Folders are used in Zefort to control the rights of users or groups of users to view and / or edit agreements.
Tags
Tags are keywords that can be attached to contracts and can be used to easily find similar contracts, for example.
Parties
In Parties, you can browse, edit and create new parties.
Videos for all Zefort users
Basic use of Zefort
Use the videos below to learn how to use the basic features of Zefort and find the contracts you want quickly.
Adding contracts
The video goes through downloading new contracts to Zefort via email and in the service’s interface.
Reviewing contract information
The video walks you through reviewing your contract information after downloading a new contract.
Using search in Zefort
This video gives you time-saving tips on how to use Zefort’s powerful search feature.
Here's how to get help using Zefort
Instructions and customer support
Zefort has a wide range of features to make your work more efficient. You can find more information about the features in both the Zefort user interface and our support site.
How to find help
The help videos in Zefort’s interface, our support site and our customer service are at your service.
