How to filter search results?

You may narrow down the contracts shown on the Contract Desktop (CONTRACTS view) by using filters. To open up the filters, click on the “FILTERS” button.


Quick filters: 

There are some prebuilt filters that you can launch quickly by hovering Filters –button and clicking Quick filter name. Following quick filters are prebuilt.

  • My contracts
  • Contracts that end in a month
  • Contracts uploaded in the last month
  • Ended contracts
  • Contracts with and without attachment
  • Contracts with activities
  • Contracts with emails

Basic filters:

  • Contract status
  • Contract effective date
  • Contract end date
  • Contract upload date
  • Contracting party
  • Tags
  • Contract owner

Advanced filters:

  • Contract binder
  • Main document language
  • Number of attachments
  • Number of pages in the main document
  • Number of activities

➜ The content of the Filters is depended on the metadata set that your Zefort account has. In standard settings you may filter with above attributes.

Note: You may use both filters and free text search to limit search results.