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