Edit binders


This article explains how to perform the following actions on binders:

To learn about binder inboxes, check this article: Zefort email addresses > Binder inboxes

Required permissions for editing binders

For editing binders you need user permission “Can manage binders+ full binder permission OR admin level user permission “Can manage all contracts and binders“.

For information on binder permissions, refer to this article: Binder permission management

Binder permissions required for binder editing

Action
Binder permission
Full Edit View
Download a binder as zip file yes yes yes
Add contracts in the binder yes1 yes1 no
Manage binder’s access permissions yes2 no no
Rename the binder yes2 no no
Add a sub-binder yes2 no no
Move the binder yes2 no no
Merge binders yes2 no no
Delete the binder yes2 no no
Notes

1 requires user permission “Can add contracts”

2 requires user permission “Can manage binders”

Accessing binder editing options

  1. Navigate to the Binders tab and locate the binder you wish to edit
  2. Click the binder menu ••• and select an action

Selecting the three-dot icon next to a binder in Zefort opens a menu with options: Permissions, Rename, Move, Merge, Inboxes, Download as zip, and Delete.

Renaming a binder

  1. In binder menu, select Rename.
  2. Enter the new name for the binder.
  3. Click Save

A flowchart of the rename process, showing the "Rename" menu option, the "Rename Binder" window, and the final Save button.

Moving a binder

Moves a binder to a different location in your binder hierarchy.

  1. In binder menu, select Move.
  2. Choose the new destination (e.g., under another binder or to the root level).
  3. Click Move
Note!
Inherited permissions will update based on the new parent binder.
Manually set permissions remain unchanged.

A flowchart of the move process, showing the "Move" menu option, the "Move Binder" window with a destination list, and the final "MOVE" button.

Merging binders

Combines one binder (source) into another (destination binder):

  1. From the source binder’s menu •••, select Merge.
  2. Select the destination binder.
  3. Click Merge
Note!
This action is irreversible.

A flowchart of the merge process, showing the "Merge" menu option, a window for choosing a destination binder, a confirmation checkbox, and the final "MERGE" button.

After merging:

  • All contracts from the source binder will be moved to the destination binder.
    • Destination binder’s permissions apply to these moved contracts.
  • Sub-binders from the source binder move under the destination binder.
    • Sub-binder permissions after merge:
      • Manually set permissions remain unchanged.
      • If permissions were inherited, they will now be inherited from the new parent binder (the destination binder).

Downloading a binder as a ZIP file

You can download an entire binder, including all its sub-binders, as a single ZIP file. The original binder structure will be preserved within the ZIP file using folders.

  1. In binder menu, select Download as ZIP…
  2. Configure download options:
    • Create contract folders: When enabled, this creates a separate folder for each contract to group all of its files together.
    • Include contract subfolders: This controls whether the folder structure inside a contract is preserved.
      • If enabled, any internal folders within a contract are recreated in the ZIP.
      • If disabled, all of a contract’s files are placed together in the same folder.
    • Include IDs: When enabled, this appends the unique system ID in parentheses to the names of binders, contracts, and contract folders (e.g., Binder (bnd_id), Contract (ct_id), Contract folder (fol_id).
  3. Click Download to zip binder

A flowchart of the download process, showing the "Download as zip..." menu option, a window with several download options, and the final "DOWNLOAD" button.

Deleting a binder

  1. In the binder menu, select Delete.
  2. Confirm by clicking delete
Note!
This action is irreversible.

A diagram of the delete process, showing the "Delete..." menu option, which opens a confirmation window with a final "DELETE" button.

Important considerations when deleting binders:

  • Contracts are NOT deleted from Zefort: they remain in the system.
  • Visibility of the contracts: if a contract was only in the deleted binder and is not linked to any other, its visibility changes. Such contracts will only be visible to their owner and to administrators with permission to view all account content.
    • To ensure you don’t lose track of these contracts, you might want to add them to another binder before deleting the original binder.

If your intention is to delete the actual contract documents, please refer to these articles: