Contracts
Contracts view is where magic happens. Let’s find out how!
You can filter tags using operators AND, OR and NOT
Once you have uploaded a new contract to Zefort, you should add it to at least one binder in order…
Admin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.
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.
Once you have uploaded a contract in Zefort and AI has scanned the document, you can review the contract.
The video goes through downloading new contracts to Zefort via email and in the service’s interface. Read also support article…
You can attach unlimited number of contract related emails to a specific contract.
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 e-sign tool. Learn how to manage Zefort email addresses!
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.
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.
Use multiple Zefort search tools for finding your contracts easily!
Once you have uploaded the contract in Zefort, you have multiple ways to manage contract details. Details – view and…
Users with editor or admin rights can archive contracts in Zefort.
See here how to archive contract(s), search archived contracts and unarchive.
You can add contract to Zefort either by sending it by email or in the uploading it through the Zefort…
