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'

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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

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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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