Admin
Account-level configuration and integration instructions for Zefort administrators.
Handle your repetitive contract tasks automatically with Search Automations. You can set up simple rules to notify team members, assign contract owners, or add contracts to binders based on criteria you set.
Read articleIf the email address associated with user’s profile needs to be changed, please follow these steps: Admin changing user’s email…
Read articleParty 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 articleControl Zefort Sign features in the account settings.
Read articleIn Zefort Sign and Forms users can now select optional esign sender name. To access this feature, admin must first determine available sender names in the account settings.
Read articleIn the account settings, the admin can set up a default table view by selecting the contract attributes to be displayed and arranging them in the preferred order
Read articleContract audit log is an audit trail that shows all the actions performed in a specific contract: it shows who did what and when.
Read articleDefault binder is a binder to which contracts will be automatically added when user uploads new contract to Zefort. Setting default binders is optional.
Read articleTo personalize your account, add a custom logo in the account header! Included for private instances.
Read articleWith sequence attribute you can set sequential numbering as part of your contract metadata. You can use it for creating contract numbers.
Read articleZefort has some ready made integrations with digital signing services, enabling easy connection with your existing e-sign tool.
Read articleIn the account subscription details you can review Zefort sign usage statistics and download the report in xlsx file.
Read articleZefort’s built-in integrations, such as e-sign integrations and webhooks, may take connections to external systems. Whenever you are receiving connections…
Read articleIn the world of ever-evolving cyber threats, having robust email protection is a necessity. Zefort follows email sending best practices,…
Read articleView available licenses and choose default settings for new editors in the account settings.
Read articleUsers can create forms with your logo. Check here to see how admin can upload a default logo to your account.
Read articleAdmin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.
Read articleAdmin can resend activation email to new user, in a case the original link has expired.
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