Contracts
Contracts view is where magic happens. Let’s find out how!
You can attach unlimited number of contract related emails to a specific contract. Note: If the attached email has attachments,…
Read articleZefort has four types of email addresses: (i) personal inbox address: – The user who owns this address will be…
Read articleSupported file formats You can upload any type of file to Zefort. The most common file types can also be viewed directly…
Read articleYou can easily delete multiple contracts with one go. Note: Only the contract owner or Admin with “Can manage all…
Read articleYou can easily delete a contract. Note: Only the contract owner or Admin with “Can manage all content” rights can…
Read articleExport to excel You may export metadata of contract as .xls file (Excel file). View example file of metadata. …
Read articleYou may narrow down the contracts shown on the Contract Desktop (CONTRACTS view) by using filters. To open up the…
Read articleSearching contracts Zefort service has a powerful search. Full contract text (including all appendixes) is indexed for the free text…
Read articleContract –view contains 5 or 6 tabs depending on user rights and account settings. These tabs are Details, Binders, Activities,…
Read articleYou can change the contract status with quick menu on contract thumbnail. Hover mouse over the contract in “CONTRACT” -view…
Read articleAdding a new contract You can add contract to Zefort either by email or from the application. By e-mail Easiest…
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