Contracts
Attaching email to a contract
You can attach unlimited number of contract related emails to a specific contract.
Account
Configuring custom metadata
Create custom contract metadata attributes and edit the metadata layout. You can also create several metadata layout types for different kinds of contracts.
Contracts
How to add a new contract to Zefort
You can add contract to Zefort either by sending it by email or in the uploading it through the Zefort UI. If your organization…
Contracts
How to filter search results?
In addition to free text and advanced search, you may narrow down the search result by using various filters.
Binders
Binder access permission management
In Zefort, binders are the way to manage users' access to documents: permissions are maintained on binder level. For each binder you can grant…
Admin
Tag management (admin only)
Tags are key words that you can attach to contracts and you can use filters to find documents with searched tags.