Admin
Account-level configuration and integration instructions for Zefort administrators.
Default 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 esign 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 articleHow to Whitelist Zefort Emails for Your Organization In the world of ever-evolving cyber threats, having robust email protection is…
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.
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 articleOops, trashed something by mistake? See how to restore documents from the trash!
Check also how to empty trash, delete documents permanently and change trash settings.
Administrators 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…
Read articleTwo-factor authentication (also called 2FA or two-step authentication) is a highly recommended security feature that adds an extra layer of protection to your Zefort account.
Read articleZefort supports mirroring contracts to Azure Blob Storage. With these instructions you can configure a weekly mirrored version of your…
Read articleIn party management you can add, edit, merge and delete parties. To do this you need admin or editor licence with “can manage parties” permission.
Read articleTags are key words that you can attach to contracts and you can use filters to find documents with searched tags.
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