New Custom metadata attribute: List

Note: this option is only available for Zefort customers with Custom metadata module.

We have a new attribute type: List. The content of this attribute is all users or user groups of the account in question. You can select multiple values.

Optionally an automatic activity reminder can also be sent to user(s) selected.

You can find the list in Account Settings -> Contract Metadata (Admin user with “Contract Metadata” rights can access this view)

Mandatory Binder and number of parties

Note: this option is only available for Zefort customers with Custom metadata module.

Now it is possible to define binder a mandatory metadata for contract. You can also define the minimum number of parties the contract should have.

This setting are in Account Settings -> Contract Metadata (Admin user with “Contract Metadata” rights can access this view)

Quick access to search filters

Selected search filters are now visible on the top of the page and you can quickly edit / remove them.

New contract navigation ⬅️📃➡️

You can now easily navigate through your search results in the contract detail view:

Possibility to restrict email addresses 📧

You can now define which email addresses are allowed to send email to Zefort. If no addresses are defined, all emails are allowed to send emails. You can use * wildcard to allow all emails from same domain, for example *@Zefort.com allows all emails from Zefort-domain.

To find the configuration, navigate to Account Settings – > Security

Visma Sign history import

We have added Mass Import functionality to Visma Sign integration. You can easily move all existing contracts from Visma Sign to Zefort.

To find the Mass Import, navigate to Account Settings – > Integrations -> Visma Sign -> Mass Import

Drag & Drop new contracts

Now you can simply drop & drop new contracts to Zefort 🙂

See how on video below.

Default Binder for a User Group 📁

You can now define a default binder also for a group (previously that was only possible on user level).

When a default Binder for a Group is set, all contracts uploaded by a member of this group will be
added to this binder, provided the member has access to the binder.

(NOTE: If the user uploading the contract also has a personal default binder set, the contract is added to that binder as well.)

You can define the Default Binder for a Group in User -> Groups -> Edit Group view.

Re-order Contract’s files

If your contract has several files attached to it, you might want to have the files in a specific order.

Now you can!

Simply drag&drop the files in the desired order. See below how:

Automatic date proposals 📆

Didn’t AI find the correct date how your contract metadata?

It still can make your task of finding that right date a little bit easier:

While on date field’s calendar view, click on “Document dates” drop down: Zefort will list all the dates it has found from your contract. Simply select the one correct for that metadata field.

Not only are you filling the metadata field with correct date – at the same time you teach Zefort’a AI to handle that kind of date detection better in the future!