Account
Party metadata
Party metadata layout and attributes Create metadata attributes for parties and arrange the metadata layout. Access to this feature requires an account with custom…
Account
Best security practices
Here's a summary of best security practices and recommendations, especially for the account admins to familiarize themselves with. In the account settings, you'll find…
Account
Configuring Sympa integration
With Sympa x Zefort integration you can send documents for signatures directly from Sympa. Configuring Sympa integration Open Account settings > Integrations > Sympa…
Account
Contract desktop views
In Zefort's contract desktop you have three useful options to navigate the contracts: the cards view, table view and calendar view. Each of these views have distinct features, allowing you to efficiently manage and explore your contracts.
Account
Add custom logo in the account header
To personalize your account, add a custom logo in the account header! Included for private instances.
Account
Configuring e-sign integrations
Zefort has some ready made integrations with digital signing services, enabling easy connection with your existing e-sign tool.
Account
Setting up single sign-on (SSO) with OpenID Connect (OIDC)
Zefort supports SSO with OpenID Connect (OIDC). Supported providers include Azure AD, Google, Duo, Auth0, Okta, Keycloak, Shibboleth, and others. With these instructions, you…
Account
Managing user licenses via SCIM
Map the IdP user groups with licenses and SCIM will automatically create and maintain the users and their licenses in Zefort.