My settings


You can manage your personal user account settings in “My settings”. To access them, click on your name in the top right corner of the screen and select “My settings” from the menu.

Note!
If your organization uses single-sign on (SSO), some settings may not be available or editable.

Screenshot of the Zefort menu in upper-right corner, with an arrow pointing to the "My settings" option in the dropdown menu.

 

Basic information

This section shows your personal details and preferences.

  • Full name: your first and last name
  • Email address: the email address you use to log in (for changing it, follow this instruction: Changing user’s email address)
  • Phone number: your contact phone number
  • Language: choose the language for your Zefort interface
  • Timezone: set your local timezone to ensure timestamps are accurate for you

You can also manage the following preferences with a toggle switch:

  • Send email notification for processed contracts: turn this on to get an email when your contracts are ready for review.
  • Show AI feedback form for new contracts with files: turn this on to provide feedback on our AI’s performance
  • Mark new contracts as reviewed: turn this on to automatically mark all new contracts as reviewed (note: contract won’t be marked as reviewed, if some mandatory metadata is missing)

Screenshot of the "Basic information" settings, showing personal details and user preferences.

 

Default binder for new contracts

Choose a default binder where your newly added contracts will be saved automatically. This helps you stay organized.

Set a default search view. When you go to the main “contracts” view, this saved search will be applied automatically.

Screenshot of the settings for selecting a default binder and a default search.

 

 

Your signature, initials and stamp images

Here you can upload images for your signature, initials, and a personal stamp. These can be used when you are signing or reviewing documents within Zefort.

For more information, see our support article: Using handwritten signatures and signature stamps.

Screenshot of the settings for managing signature, initials, and stamp images.

 

Change password

If you log in with a username and password (not with a company single sign-on), you can change your password here. We recommend using a strong, unique password. For even better security, we also recommend enabling two-factor authentication (2FA).

Two-Factor Authentication (2FA)

For extra security, you can enable two-factor authentication (2FA). This is available if you log in with a username and password. Passkeys let you secure your Zefort account with your fingerprint, face recognition, screen lock, or a security key. We recommend setting up at least two 2FA devices to avoid losing access to your account.

For detailed instructions, please see our guide: Set up two-factor authentication for your Zefort account.

Screenshot of the password change form and the Two-Factor Authentication (2FA) settings.

 

Permissions

This section gives you an overview of your user license and the permissions you have within this Zefort account. You cannot edit these yourself. If you need changes, please contact your account administrator.

Screenshot showing an example of a user's license type and their list of permissions.

 

DocuSign Personal

If you have a personal DocuSign account, you can connect it to Zefort. This allows you to send documents for signing directly from Zefort using your own DocuSign account.

Please see our separate guide for connecting your DocuSign account (Note: admin license with permission to manage account settings is required).

Screenshot of the DocuSign Personal settings, showing the connection status button.