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:
- Click on a Template to open it
- 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