Document Builder

Concord's Document Builder walks users through document creation with a step-by-step wizard. 

Create a document using the Document builder

There are two ways to create a document from the Home page.

1. The 'New Document' button on the top left-hand corner
   
   
   
2. The 'Draft & Sign' button in the top navigation panel

Steps in the Document builder 

Note: The types of documents you can create are determined by the Role assigned to you by your Administrator. 

The first step in the Document builder determines what kind of document will be created. 

• Select Draft & Sign to
  
  • Create a new blank draft document
  • Create a new document from an existing template 
  • Upload a Word or PDF document to sign
    
    

• Select Store & track to 
  • Upload an already-signed document 
    
    
• Select Create template to 
  • Create a new template to use to generate pre-configured documents 

Upload a Document

Select 'Browse' and choose a Word file or a PDF to import into Concord

Uploading a PDF

Concord allows you to create a document directly from an imported PDF by adding text, required fields, and signature fields onto the document. 

Uploading a Word document

If you select a Word document, you will have the option to choose to bring the document in Word Mode or Live format. 

Optional steps 

After selecting the document to start with, you will be asked to add additional details. You can also select 'Skip for Now' and complete this information after upload in the Summary panel. 

Adding Title, Third-party, Folder, Tags

• Document Title: Title of the document
• Third-Party: Who is this contract with?
• Folder: Where should the document be stored and who should have access? 
• Tags: Add tags to the document for easier search and reporting functionality

This information can be adjusted later in the Summary panel.

Adding Signers 

• Configure who should sign the document before it's created. 
• Select '+Signer' and enter the name or email of the individual that will be required to sign
• If no known signer has been specified you can also select 'any internal guest', 'any external guest' or 'anyone'.
• Signatories can be edited at any time in the Signer panel.