Archiving contracts


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

See below how to:

 

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.

zefort archive in contract preview

 

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]

zefort archiving several contracts

zefort confirm archiving multiple

 

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].

zefort show archived contracts

 

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
    zefort unarchive contract preview
  • In cards view: place your cursor on top of the contract card to see available functions > click “Unarchive” and confirm
    zefort quick unarchive cards view
  • In table view: open menu ••• > click “Unarchive” and confirm
    zefort unarchive in table view
  • Multiple contracts: select contracts in the contract desktop set the status either “Reviewed” or “Not reviewed” and click change status
    zefort unarchive multiple