What’s new 4.10.2024 – Add document attachment with Zefort Forms

Exciting new feature for Zefort Sign and Forms users!

You can now launch a form directly from a contract, and the completed document will be automatically added to document's attachments.

How to use this feature:

  1. Open the document in Zefort and go to the Files & Emails tab.
  2. Click "Select form..." and choose the appropriate form.
  3. Fill in the form and submit it.
  4. Zefort Forms will create the document, which will be automatically attached to the contract. If the form has fields link with contract's metadata, those will be automatically updated.
  5. The document can be approved or signed using Zefort Sign.

To use this feature, your account must have both Zefort Sign and Zefort Forms functionalities enabled, and the user needs to hold an editor or admin license. Additionally, there should be pre-made forms available in Zefort Forms.