Trash bin 🚮

We have implemented a trash bin functionality in Zefort. When you delete a contract, it is first moved to a trash bin. From trash bin, you can either restore or permanently delete.

You can see the trash bin in action below:

New Editor Rights

Two new rights have been added to Editor role:

“Can add contracts” – this right allows Editor to upload new contracts to Zefort. Before this was a fixed right for each Editor. Now it is possible to have an Editor user, which can edit existing contracts, but can’t upload new contracts.

“Can manage parties” – this right gives Editor user access to party manager (PARTIES icon in the left column) and also possibility to edit existing parties in the contract detail view.

Binder Access report

Admin with user management rights can now download all Binder Access data in an Excel file.

To access this feature, navigate to “Users” and click “…” on the right top corner.

Hide / Show search highlights

You can now hide the search results in the Contracts view.

See how in the video below:

Quick edit in the Table view

You can now edit several contracts’ metadata with one go in the table view.

See how in the video below:

New automatic metadata field: Language

New have added a new AI-based metadata field: “Main language”. AI will automatically recognise the main language of the contract and propose it as a contract’s main language (value can be edited).

You can find this field in in Account settings -> Contract metadata (not available in Zefort CORE edition). Just drag & drop the metadata field in the desired place in your contract metadata card.

Calendar View 🗓

We have added a new way to view contracts: Calendar.

Select the “Calendar view” in “Contracts”. You can switch between quarter / month / week views and select based on which date the contracts are shown.

See how in video below:

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.