Support videos
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Zefort support at your service! Check our support videos and knowledge base articles 24/7.
This video gives you time-saving tips on how to use Zefort’s powerful search feature. Video transcription Hello. In this video,…
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…
Tags are keywords that can be attached to contracts and can be used to easily find similar contracts, for example.…
Binders are used in Zefort to control the rights of users or groups of users to view and / or…
In user management, users and user groups are added and deleted, the user role (Viewer, Editor, Administrator) is selected and…
You can change various default settings in your account settings, such as contract metadata fields or reminders, and manage integrations…
A user can see only those binders and their content to which they have been given permission. Read more about binder permissions in Zefort.
In party management you can add, edit, merge and delete parties. To do this you need admin or editor licence with “can manage parties” permission.
Tags are key words that you can attach to contracts and you can use filters to find documents with searched tags.
You can attach unlimited number of contract related emails to a specific contract.
Create custom contract metadata attributes and edit the metadata layout. You can also create several metadata layout types for different kinds of contracts.
In addition to free text and advanced search, you may narrow down the search result by using various filters.
You can add contract to Zefort either by sending it by email or in the uploading it through the Zefort…
