Invite a party to a new document

You can invite anyone within or outside of your organization to your document via Concord, so long as they have a valid email address.  

To invite a party to a document:

  1. Click "Share" at the top-right of the screen
  2. Enter the email(s) of whoever you'd like to invite (If inviting multiple people at a time, separate each email with a comma). 
  3. Select which editing rights you'd like the individual(s) to have.
  4. Write a customized message to send in the email invitation
  5. Click "Send" to send the invite right away, or "Save for Later" to send at a later time.


Once you send the invitation, each party (internal or external guest) will be able to access the document.

Note: You can edit users rights after sharing the contract, use this link to learn more.



Inviting Users From a Specific Subsidiary  - This feature is available with some of our paid plans.

When sharing a document with a user that belongs to multiple subsidiaries, users can choose the recipient's specific subsidiary alias. This feature can be enabled in SETTINGS > PERSONAL SETTINGS > PREFERENCES by checking the box beside 'Invite users from a specific subsidiary'.

Once enabled, simply type in the user email in the Share window and select the desired company alias you would like to invite.



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