Archived
How to use Zefort’s ChatGPT integration
Zefort AI is a tool that allows you to interact with individual contracts through a GPT integration. Ask Zefort AI questions regarding the contract, create summaries, ask for explanation etc.
Contracts
Activities and reminders
User can add activities and reminders to contracts in Zefort. It is also possible to set automatic reminders, check here to learn how!
Contracts
Selecting metadata from the document
You can set metadata from the document, it's quick and easy: just highlight the text in preview and select which metadata you want to replace.
Binders
Add contract to binder
Once you have uploaded a new contract to Zefort, you should add it to at least one binder in order to share it with…
Admin
Customize contract card appearance
Admin user with “Can manage account setting and tags” can customise which metadata is shown in the contract card thumbnail.
Admin
Trash management
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.
Contracts
Reviewing contract information
Once you have uploaded a contract in Zefort and AI has scanned the document, you can review the contract.
Contracts
Adding contracts
The video goes through downloading new contracts to Zefort via email and in the service's interface. Read also support article How to add a…