Account
Only administrators can manage account setting.
Party metadata layout and attributes Create metadata attributes for parties and arrange the metadata layout. Access to this feature requires…
Read articleCustomize the Zefort emails with your logo!
Read articleHere’s a summary of best security practices and recommendations, especially for the account admins to familiarize themselves with. In the…
Read articleWith Sympa x Zefort integration you can send documents for signatures directly from Sympa. Configuring Sympa integration Open Account settings…
Read articleIn Zefort’s contract desktop you have three useful options to navigate the contracts: the cards view, table view and calendar view. Each of these views have distinct features, allowing you to efficiently manage and explore your contracts.
Read articleTo personalize your account, add a custom logo in the account header! Included for private instances.
Read articleZefort has some ready made integrations with digital signing services, enabling easy connection with your existing e-sign tool.
Read articleView available licenses and choose default settings for new editors in the account settings.
Read articleAdmin can resend activation email to new user, in a case the original link has expired.
Read articleZefort supports SSO with OpenID Connect (OIDC). Supported providers include Azure AD, Google, Duo, Auth0, Okta, Keycloak, Shibboleth, and others.…
Read articleMap the IdP user groups with licenses and SCIM will automatically create and maintain the users and their licenses in Zefort.
Read articleAdministrators can review and edit account settings. These features will affect all users in your organization using this account.
Read articleZefort supports SCIM user and group provisioning with Azure AD (and various other SCIM providers).
With these instructions, you can set up SCIM, where users and groups from Azure AD are automatically provisioned to Zefort.
Zefort supports mirroring contracts to Azure Blob Storage. With these instructions you can configure a weekly mirrored version of your…
Read articleZefort supports SSO with Entra ID (previously known as Azure AD), and various other identity providers, using SAML 2.0. Note:…
Read articleCreate custom contract metadata attributes and edit the metadata layout. You can also create several metadata layout types for different kinds of contracts.
Read articleOpen account settings in the user menu (for admins only).
Read articleOpen your browser and navigate to my.zefort.com Enter your email and click Next On the next screen enter your password…
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