Contracts
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 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!
Read articleYou 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 articleYou 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 articleUse multiple Zefort search tools for finding your contracts easily!
Read articleOnce you have uploaded the contract in Zefort, you have multiple ways to manage contract details. Details – view and…
Read articleUsers 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…
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