Sharing a 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 share 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 invite .
  5. Click "Send" to send the invite right away, or "Save for Later" to send at a later time.


Once you do send the invitation, each party will then be able to access the document whether they have a Concord Account or not.

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


Inviting Users From a Specific Subsidiary

Enterprise users who work with subsidiaries can add users from a specific subsidiary directly when sharing a document. Simply type in the user email in the Share window, and select the company you would like to invite them under.



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