Admin
Add users to account
You can add people to your Zefort account from user management. You can also create API-only users for integrations or add users through your…
Admin
Search automations
Handle your repetitive contract tasks automatically with Search Automations. You can set up simple rules to notify team members, assign contract owners, or add contracts to binders based on criteria you set.
Admin
Changing user’s email address
If the email address associated with user's profile needs to be changed, please follow these steps: Admin changing user's email address: Navigate to Users…
Account
Party metadata
Party metadata layout and attributes Create metadata attributes for parties and arrange the metadata layout. Access to this feature requires an account with custom…
Account
Best security practices
Here's a summary of best security practices and recommendations, especially for the account admins to familiarize themselves with. In the account settings, you'll find…
Admin
Selecting signature request sender
In Zefort Sign and Forms users can now select optional esign sender name. To access this feature, admin must first determine available sender names in the account settings.
Admin
Choosing default columns for table view
In the account settings, the admin can set up a default table view by selecting the contract attributes to be displayed and arranging them in the preferred order