Contracts
Detaching a file from contract
You can detach files from existing contracts and create a separate contract of them in Zefort.
Admin
Contract audit log
Contract audit log is an audit trail that shows all the actions performed in a specific contract: it shows who did what and when.
Contracts
Notes
Use 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!
Contracts
Deleting contracts
You can delete contracts from Zefort either individually or move multiple contracts to trash at one go.
Contracts
Contract desktop bulk actions
Need 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.
Contracts
Contract files and emails
Access all contract documents and emails by navigating to the Files & Emails tab in the contract view. Within Files you can view existing…
Contracts
Contract card tips and tricks
By selecting contract card view you can use these clever tricks!
Admin
Create contract number with sequence attribute
With sequence attribute you can set sequential numbering as part of your contract metadata. You can use it for creating contract numbers.