Admin
Search automations
Handle your repetitive contract tasks automatically with Search Automations. You can set up simple rules to notify team members, assign contract owners, or add contracts to binders based on criteria you set.
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…
Admin
Selecting signature request sender
In Zefort Sign and Forms users can now select optional esign sender name. To access this feature, admin must first determine available sender names in the account settings.
Admin
Choosing default columns for table view
In the account settings, the admin can set up a default table view by selecting the contract attributes to be displayed and arranging them in the preferred order
Admin
Contract audit log
Contract audit log is an audit trail that shows all the actions performed in a specific contract: it shows who did what and when.
Admin
Default binders
Default binder is a binder to which contracts will be automatically added when user uploads new contract to Zefort. Setting default binders is optional.