Admin
Default binders
Default binder is a binder to which contracts will be automatically added when user uploads new contract to Zefort. Setting default binders is optional.
Account
Add custom logo in the account header
To personalize your account, add a custom logo in the account header! Included for private instances.
Admin
Create contract number with sequence attribute
With sequence attribute you can set sequential numbering as part of your contract metadata. You can use it for creating contract numbers.
Account
Configuring e-sign integrations
Zefort has some ready made integrations with digital signing services, enabling easy connection with your existing e-sign tool.
Admin
Zefort Sign usage report
In the account subscription details you can review Zefort sign usage statistics and download the report in xlsx file.
Admin
Domains and IP addresses
Zefort's built-in integrations, such as e-sign integrations and webhooks, may take connections to external systems. Whenever you are receiving connections from Zefort, it's a…
Admin
How to whitelist Zefort emails for your organization
In the world of ever-evolving cyber threats, having robust email protection is a necessity. Zefort follows email sending best practices, including SPF, DKIM, and…
Admin
Set default logo for Forms
Users can create forms with your logo. Check here to see how admin can upload a default logo to your account.
Admin
Customize contract card appearance
Admin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.