Contracts can be merged in Zefort, follow these steps and check the video!
- Select the contracts for merge
- Click the Merge button in the toolbar
- Select the main contract
- If needed, adjust advanced settings to select which properties are merged:
- Activities and reminders
- Attributes (title, dates, etc.)
- Note that this process can’t be undone!
- Click to confirm merge
The main contract will keep the properties it already has. When merging overlapping data older contracts will take priority over newer contracts. Merged files are saved as contract attachment, you can find them in the Files tab.