Archiving contracts

Users with editor or admin rights can archive contracts in Zefort.

See below how to:

• Archive single contract
• Archive multiple contracts
• Search archived contracts
• Unarchive

 

Archive single contract

1. In cards view: place your cursor on top of the contract card to see available functions OR in table view: open options “…” > click “Archive”
   
2. Click again “Archive” to confirm  [2]
   

You can also archive document in contract preview: open document from contract desktop and click on “Archive” button in the toolbar and confirm.

 

Archiving multiple contracts

1. Open contract desktop [1]
2. Select contracts which you want to archive [2]
3. Click “Status” on the above toolbar [3]
4. Select option “Archived” [4] and click “Change status” [5]

 

Searching archived contracts

Note that by default, archived contracts are hidden from search results and binders. In order to include archived documents in the search results, open filters [1] and check the box “Show archived contracts” [2].

 

Unarchiving

To unarchive documents, search the archived contract(s) that you want to unarchive (see previous step).

• In contract preview: open the contract from contract desktop and click “Unarchive” in the toolbar above
  

• In cards view: place your cursor on top of the contract card to see available functions > click “Unarchive” and confirm
  

• In table view: open options “…” > click “Unarchive” and confirm
  

• Multiple contracts: select contracts in the contract desktop set the status either “Reviewed” or “Not reviewed”