Contracts view is where magic happens. Let’s find out how!
Admin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.Read article
Oops, 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.
You can attach unlimited number of contract related emails to a specific contract.Read article
In Zefort you can create email address for user, binder or contract and you can use these addresses in many ways: forward emails, scan contracts from scanner and send contracts via your eSign tool. Learn how to manage Zefort email addresses!Read article
You can upload any type of file to Zefort. The most common file types can also be viewed directly in the Zefort user interface, and are supported for AI processing.Read article
You can easily delete multiple contracts with one go.Read article
You can easily delete a single contract.Read article
You can download all metadata or metadata of selected columns.
See here how to export metadata to excel.
In addition to free text and advanced search, you may narrow down the search result by using various filters.Read article
Searching contracts Zefort service has a powerful search. Full contract text (including all appendixes) is indexed for the free text…Read article
Contract –view contains 5 or 6 tabs depending on user rights and account settings. These tabs are Details, Binders, Activities,…Read article
Users with editor or admin rights can archive contracts in Zefort.
See here how to archive contract(s), search archived contracts and unarchive.
Adding a new contract You can add contract to Zefort either by email or from the application. By e-mail Easiest…Read article