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Using search in Zefort

This video gives you time-saving tips on how to use Zefort's powerful search feature. https://youtu.be/xXSBvTkAWIQ Video transcription Hello. In this video, we'll look at…

Contracts

Adding contracts

The video goes through downloading new contracts to Zefort via email and in the service's interface. Read also support article How to add a…

Getting started

Tag management

Tags are keywords that can be attached to contracts and can be used to easily find similar contracts, for example. https://youtu.be/UHAWXrbRw9A Video transcription Hello.…

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…

Getting started

User management

In user management, users and user groups are added and deleted, the user role (Viewer, Editor, Administrator) is selected and the rights of individual…

Getting started

Account Settings

You can change various default settings in your account settings, such as contract metadata fields or reminders, and manage integrations with other systems. Check…