Getting started
Zefort guideline
Welcome to use Zefort! Here's an ABC for starting use of Zefort, giving you guidance of the most important functionalities. In our knowledge base…
Getting started
How to find help
Zefort support at your service! Check our support videos and knowledge base articles 24/7.
Archived
Using search in Zefort
This video gives you time-saving tips on how to use Zefort's powerful search feature. https://youtu.be/xXSBvTkAWIQ
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…
Getting started
Tag management
Tags are keywords that can be attached to contracts and can be used to easily find similar contracts, for example. https://youtu.be/UHAWXrbRw9A
Binders
Binder management
Binders are used in Zefort to control the rights of users or groups of users to view and / or edit agreements. https://youtu.be/F4R9LFwkzYU
Getting started
User management
In user management, users and user groups are added and deleted, the user role (Viewer, Editor, Administrator) is selected and the rights of individual…
Getting started
My settings
View and edit your user profile details, add default binder and default search, change password and switch on two-factor authentication on your account.