Admin
Account-level configuration and integration instructions for Zefort administrators.
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 set up SCIM, where users and groups from Azure AD are automatically provisioned to Zefort.
Two-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.
Read articleZefort supports SSO with Azure AD (and various other identity providers) using SAML 2.0. Note: you probably want OIDC instead…
Read articleFor deleting parties you need editor or admin licence with “can manage parties” permission
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 articleCheck here recommended browsers for using Zefort.
Read articleIn user management admins can add new users, edit or delete existing users, search and view users, manage user’s binder rights, create user groups and download binder access report.
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