Archiving contracts
Users with editor or admin rights can archive contracts in Zefort.
See below how to:
Archive single contract
- In cards view: place your cursor on top of the contract card to see available functions OR in table view: open options ••• > click “Archive”
- 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
- Open contract desktop [1]
- Select contracts which you want to archive [2]
- Click “Status” on the above toolbar [3]
- 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 menu ••• > click “Unarchive” and confirm
- Multiple contracts: select contracts in the contract desktop set the status either “Reviewed” or “Not reviewed” and click change status