If you are an administrator with “Can manage account settings and tags” permissions, you can choose what information appears on the contract card previews.
[badgegroup][badge]Zefort menu[/badge][badge]Account settings[/badge][badge]Appearance[/badge][badge]Customize contract card[/badge][/badgegroup]
You can select three details to show in the bottom corners of the card, such as:
- Counterparty
- Contract owner
- End date
- Signature date
- Any custom metadata you’ve created
You can also choose to leave these areas blank or restore the default settings at any time.
Here’s how to do it:
- Go to Account settings.
- Open the Appearance tab.
- Find the Customize contract card section.
- Click on the fields in the bottom-left and bottom-right corners of the card to select the information you want to display.
[alert]Your changes will affect the contract card view for all users in your organization’s Zefort account.[/alert]
