You can now search for contracts that are missing a specific party role as well as contracts with multiple party roles!

This is especially useful when you want to check and supplement the party metadata in your contracts.

Searching contracts missing a party role

  1. Open the filters and navigate to Party role
  2. Select the party role and then click on the box

Box turns into pink, and you will see all contracts that don’t have any party with the selected role.

Searching contracts with multiple party roles

  1. Open the filters and navigate to Party role
  2. Select the party role and then add another party role

As a result you get all contracts that include all the specified party roles.

Pro tip! zefort pro tip

You can also mix these two features: search for example contracts that have a party with role “My organization” but are missing “Counterparty”
zefort filtering with party roles

zefort binder tree iconWe have added a binder tree view in the binder management! Click the icon next to Root to open the binder tree view, then click the arrows to see the sub-binders.

zefort open binder tree view

Note! Users can still only see those binders to which they have permission. Only admin with permission “can manage all content” can see the full binder structure.

Zefort Sign and Zefort Forms are now available in test mode. Go ahead and try it!

You can create demo signature requests and forms: the “signed” documents will have a demo signature stamp.
Need some advice? Take a look at the instructions for Sign and Forms.

zefort sign zefort forms test mode

Got interested? Check the pricing and contact our sales team or customer support to switch the feature on in your account.

We have launched Zefort status page at status.zefort.com!

  • Check current operative status of the systems
  • Browse historical data
  • View past incidents
  • Subscribe notifications of outages and updates

 

zefort system status