Using a template

Once either you, or an account administrator, have uploaded a template to Concord, you can then create and customize contracts to send out for collaboration and signature.

To use a template:

From Documents > Templates:

  1. Click on a Template to open it
  2. Click 'Use'


After clicking 'Use', you may notice that the contract will transition from “Template” to “Draft”, where you will be able to edit the document.

To edit the Draft:

Edit > Enter Changes > Click SAVE



Once ready to send the contract to a colleague or third party, click on the SHARE button and enter their email address.

For more information on sharing a contract, check out this article : Sharing a Contract or Saving for later


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