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.
Binders
Using binder as signature target
Set binder as signature target to allow users with signer license to add uploaded contracts to the binder.
Binders
Add contract to binder
Once you have uploaded a new contract to Zefort, you should add it to at least one binder in order to share it with…
Binders
Edit binders
It is possible to edit binders even when they are attached to contracts. You can edit binder permissions, rename, move, delete and merge binders.
Binders
Binder management
Binders are used in Zefort to control the rights of users or groups of users to view and / or edit agreements. https://youtu.be/F4R9LFwkzYU Video…
Binders
Zefort inboxes
In Zefort you can create email address for user, binder or contract and you can use these addresses in many ways: forward emails, scan contracts from scanner and send contracts via your e-sign tool. Learn how to manage Zefort email addresses!
Binders
Managing who can see or edit the binder and its content
You can manage the user rights on the binder level (as well as on contract level). [video width="1280" height="720" mp4="/wp-content/uploads/2019/11/binder-sharing.mp4" poster="https://zefort.codemic.fi/wp-content/uploads/2019/11/binders-sharing.png" loop="true" autoplay="true"][/video] …
Binders
Create a new binder
With binders you are able to organize documents and manage user's access to them. Admin and editors with permission "Can manage binders" can create and edit binders.