Contracts
Contracts view is where magic happens. Let’s find out how!
Get email notifications when new contracts matching your search criteria emerge! Check here how to order search notifications in Zefort!
Read articleWant to find contracts that have parties with specific roles? With filters you can find contracts that have a party…
Read articleContract audit log is an audit trail that shows all the actions performed in a specific contract: it shows who did what and when.
Read articleUse 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!
Read articleYou can delete contracts from Zefort either individually or move multiple contracts to trash at one go.
Read articleCheck here how to merge contracts in Zefort!
Read articleNeed 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.
Read articleBy selecting contract card view you can use these clever tricks!
Read articleWith sequence attribute you can set sequential numbering as part of your contract metadata. You can use it for creating contract numbers.
Read articleZefort 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.
Read articleUser can add activities and reminders to contracts in Zefort. It is also possible to set automatic reminders, check here to learn how!
Read articleYou 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.
Read articleYou can filter tags using operators AND, OR and NOT
Read articleOnce you have uploaded a new contract to Zefort, you should add it to at least one binder in order…
Read articleAdmin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.
Read articleOops, 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.
Once you have uploaded a contract in Zefort and AI has scanned the document, you can review the contract.
Read articleThe video goes through downloading new contracts to Zefort via email and in the service’s interface. Read also support article…
Read articleYou can attach unlimited number of contract related emails to a specific contract.
Read articleIn 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!
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