Detaching a file from contract
Do you wish to detach a file from another contract and transform it into a standalone contract in Zefort? Watch the video and follow instructions below to learn how!
- Open the contract and go to files and emails tab
- Locate the file which you want to separate
- Click the menu ••• and then “Detach…“
- Confirm detaching by clicking detach attachment
- You can add relation* between the new detached document and current contract if needed
- Click view new contract to open the detached document, or continue reviewing the current contract
* add-on feature included in Team and Enterprise subscriptions
Detached contract is placed on the inbox where you can review and finalise the metadata.
