On your dashboard, you can find the main features of Zeal on the left menu panel.
**Please note, Task Manager, Workflow and Project Management are not currently available with your version.
Folders
New Folder
Folders are a useful way for you to view certain information sorted by your preference. For example, if you only want to see NDA contracts from all Binders, you are able to mirror them from any Binder and view them here without having to go into each Binder.
Binders
In the Binders section, you can view your binders and the overall status of your documents.
Binders act as a way to sort your documents according to your team’s preference. They are assigned to your clients for easy organization and you can create as many binders as you need.
Inbox
In the My Inbox section, you can find all received items awaiting review or action by you.
In this section, you are able to review, execute and assign documents
Contacts
Contacts are divided between ‘Companies’ and ‘Individual Contacts’.
You can find all the contact information for clients you exchange documents with.
Your contacts are sorted by Companies and Individual Contacts.
Note: all contacts are listed under the Individual Contacts tab, even if they’re associated with a company.
Templates
Put the onus on end-users by building templates for you and your team to streamline the process of building documents.
Keyword Library
The Keyword Repository holds all the keywords used to create fields within documents that require input.
Clause Library
The Clause Repository holds all the clauses that could be inserted into documents when required.
Archives
The Archives section acts as a repository for all items that are no longer actively used or needed but are kept for contract data purposes. This includes contacts, documents, binders, templates, keywords, clauses and workflows.
Reporting
Zeal’s reporting feature allows users to apply specific filters to find data at a granular level.
Analytics
Zeal’s analytics feature allows users to analyze process times and work performance within your workspace.
Support
Support navigates you to Zeal’s support homepage.