Contracts
Contracts view is where magic happens. Let’s find out how!
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.
Learn how to seamlessly send documents from Zefort for signature using DocuSign Personal. Signed documents are returned to Zefort automatically.
You can copy text from the document preview, or copy entire document text in .txt format.
Discover more about the toolbar functionalities in the table below to fully leverage their capabilities!
Add key dates in your contract metadata! Zefort’s advanced AI screens the contract and searches for the important contractual dates and creates automatic reminders. Lear more here!
Zefort Insights is a feature designed to help you analyze the content of your contracts.
With Zefort’s advanced AI feature “AI custom metadata” you can extract metadata from documents with help of AI Chat.
A document can be shared also to individual users, instead of (or in addition to) sharing the permission through binders.
You can detach files from existing contracts and create a separate contract of them in Zefort.
Want to find contracts that have parties with specific roles? With filters you can find contracts that have a party…
Contract audit log is an audit trail that shows all the actions performed in a specific contract: it shows who did what and when.
Use notes to type a memo and share information with other users in your Zefort account. You can add multiple notes in a contract, check here for more information!
You can delete contracts from Zefort either individually or move multiple contracts to trash at one go.
Check here how to merge contracts in Zefort!
Need to edit metadata of multiple contracts? Don’t worry! No need to open each contract and change it one by one: you can do it easily with contract bulk actions.
By selecting contract card view you can use these clever tricks!
With sequence attribute you can set sequential numbering as part of your contract metadata. You can use it for creating contract numbers.
Zefort AI is a tool that allows you to interact with individual contracts through a GPT integration. Ask Zefort AI questions regarding the contract, create summaries, ask for explanation etc.
User can add activities and reminders to contracts in Zefort. It is also possible to set automatic reminders, check here to learn how!
You can set metadata from the document, it’s quick and easy: just highlight the text in preview and select which metadata you want to replace.
