Zefort inboxes


Streamline your contract workflow by sending contracts and related files directly to your Zefort account. By creating dedicated Zefort inboxes, you can easily forward emails with contract attachments, send scanned documents from a network scanner, or automatically CC Zefort from your e-signing tool.

This article explains the different types of email inboxes available in Zefort and how to manage them.

Types of Zefort email inboxes

Zefort offers three main types of email addresses, each designed for a specific purpose: a personal inbox, a binder inbox*, and a contract inbox.

  1. Personal inbox: This is your private, general-purpose inbox. Contracts sent here are owned by you, but they are not automatically added to any binder. Unless the contract is later added to a binder, it is only visible to you (the contract owner) and admins with full access.
  2. Binder inbox: This type of inbox is always linked to a specific binder. It comes in two forms:
    • Personal binder inbox: this is a private inbox that only you can see. Contracts sent here are owned by you and are automatically added to the selected binder.
    • Public binder inbox: this inbox is visible to all users who have edit or full permission to the binder. You can also assign another user to be the default owner for contracts sent to this inbox.
  3. Contract inbox: Every contract in Zefort has its own unique email address. Use this to attach new files or email conversations to an existing contract.

Here’s a quick comparison of the different inbox behaviours:

Inbox type Contract owner Purpose Who can see and
manage the inbox?
Personal inbox You Adds contract in Zefort
(but not in any binder)		 Only you
(in My settings)
Binder inbox (personal) You Adds a new contract
directly to a specific binder.		 Only you
(in My settings or binder’s inboxes)
Binder inbox (public) Chosen user Adds a new contract
directly to a specific binder.		 Users with edit or full access to the binder
(in My settings > Email inboxes, or Binders)
Contract inbox N/A  Adds files/emails as attachments
to an existing contract.		 Editors and admins with access to the contract
(on contract’s “Files & emails” tab)

* Please note that the binder inbox feature (= email routing) is not included in all subscription plans. If you are interested in adding this feature to your account, please contact our sales to learn more.

Personal inboxes

You can manage all your personal and binder inboxes from one central location.

Zefort menuEmail inboxes

Zefort user settings menu with the Email inboxes option highlighted.

From this page, you can:

  • Add a new personal inbox: click + add inbox address
  • Add a new personal binder inbox: click + Add binder address
  • Reset or remove inboxes: click the options menu ••• of the inbox
  • Copy inbox address: click the copy icon next to an address to copy it to your clipboard

The Email inboxes page showing options to add or remove inboxes, and to copy or reset the inbox email addresses.

Binder inboxes

You can manage a binders’ inboxes directly from the binder view.

BindersBinder options menu •••Inboxes…

Binder options menu with the Inboxes option highlighted.

  1. Navigate to the Binders tab.
  2. Find the desired binder and click its options menu •••.
  3. Select Inboxes….
  4. In the dialog that appears, you can:
    • Add a new personal or public binder inbox
    • Change the default contract owner for a public binder inbox to another user
    • Change the type of an existing inbox (personal / public)
    • Reset inbox email address
    • Remove inbox

The binder inboxes dialog showing options to add binder inboxes, copy inbox address, edit binder inbox properties, or change the owner of an inbox.

Permissions required for managing binder inboxes

Note!
For editing binder inboxes, user must have editor or admin license.
Users with viewer license are not able to access the binder inboxes.
Editing
binder
inboxes		 Action Binder permission
Full Edit View
View binder inboxes yes yes no
Add personal binder inbox yes yes no
Add public binder inbox yes1 no no
Change contract owner yes1 no no
Change email type (personal / public) yes1 no no
Reset public binder email yes1 no no
Remove public binder email yes1 no no
Notes 1 requires user permission “can manage binders“

Contract inbox

Need to add a new version of a file or an important email thread to a contract that’s already in Zefort? Use its dedicated contract inbox.

ContractFiles & EmailsEmails

The toggle switch to enable a contract's email inbox, found in the Files & emails tab.

  1. Open the contract you want to add files to.
  2. Go to the Files & Emails tab.
  3. Find the Emails section. If an email address has not been created yet, turn on the “Allow this contract to receive emails” toggle switch.
  4. Click the copy icon next to the address to copy it to your clipboard.
  5. Send your files or emails to the copied address. The email itself will appear in the Emails list, and any attachments will be added to the Files list within this tab.

 

Options for a contract inbox, including disabling the inbox, resetting, or copying the address.