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.
If the email address associated with user’s profile needs to be changed, please follow these steps: Admin changing user’s email…
Party metadata layout and attributes Create metadata attributes for parties and arrange the metadata layout. Access to this feature requires…
Customize the Zefort emails with your logo!
Here’s a summary of best security practices and recommendations, especially for the account admins to familiarize themselves with. In the…
Control Zefort Sign features in the account settings.
In 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.
In 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
Contract audit log is an audit trail that shows all the actions performed in a specific contract: it shows who did what and when.
Default binder is a binder to which contracts will be automatically added when user uploads new contract to Zefort. Setting default binders is optional.
To personalize your account, add a custom logo in the account header! Included for private instances.
With sequence attribute you can set sequential numbering as part of your contract metadata. You can use it for creating contract numbers.
Zefort has some ready made integrations with digital signing services, enabling easy connection with your existing e-sign tool.
In the account subscription details you can review Zefort sign usage statistics and download the report in xlsx file.
Zefort’s built-in integrations, such as e-sign integrations and webhooks, may take connections to external systems. Whenever you are receiving connections…
In the world of ever-evolving cyber threats, having robust email protection is a necessity. Zefort follows email sending best practices,…
View available licenses and choose default settings for new editors in the account settings.
Users can create forms with your logo. Check here to see how admin can upload a default logo to your account.
Admin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.
Admin can resend activation email to new user, in a case the original link has expired.
