Archived
Archived support articles
Searching for contracts with missing metadata Ever wanted to find those contracts, which are NOT yet in any binder or…
Read articleSending several contracts with one email Now you can send several contracts with a single email to Zefort. Just attach…
Read articleSemi-annual recurring activities For those of you with contract activities requiring attention every 6 months, we’ve added the “Semi-annually” activity…
Read articleAdvanced targeted search You may now target your text searches to a specific context, such as title, notes, or emails.…
Read articleParty management We have introduced a party management view, where you may: edit the Name and Business ID for a…
Read articleMore flexible Binder permissions Normally, a binder inherits permissions from it’s parent binders. That is, a user automatically has the…
Read articleContracts without files You can now create contracts without any files. To do so, click “Add contract ”, enter a…
Read articleImproved binder selection When adding a contract to a binder, you can now quickly search and select a binder by…
Read articleAdministrators can set a default binder for other users So far, users have been able to set a default binder…
Read articleEmails and attachments linked The Files tab, shown left in the picture below, indicates files received via email with the…
Read articleOFFICE FILES now fully supported Zefort now shows the contract card thumbnail as well as the full size preview for…
Read articleCONTRACT LINK Now you can quickly copy the contract URL directly from the contract card.
Read articleUPLOAD DIRECTLY TO BINDER You can select a binder already in the “Add Contract” dialog.
Read articleSEE WHICH BINDERS A USER CAN ACCESS With a lot of users and content, it can get hard to figure…
Read articleQUICK FILTERS Do you often need to find your own contracts? Or contracts that have expired? Now you can do…
Read articleIMPROVED ACTIVITY We made the activity dialog simpler, yet more powerful. Now: each activity has a single date activities may…
Read articleWe would love your feedback Meeting your expectations is very important to us. Let us know how our AI did…
Read article“LOOKS GOOD” is now “MARK AS REVIEWED” We’ve slightly changed how you confirm that contract metadata is all good. Instead…
Read articleAdding Tags to several contracts in one go ⚡ Now you can you select several contracts in the ‘Contracts’ view.…
Read articleListing users with access to a specific contract The contract card shows you the number of users who can see…
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