Companies under the Enterprise Plan have the option to personalize the experience of their third parties:
- customize emails sent to third parties
- personalize email sender
- disable Concord branding from third parties’ contract page view
To access the custom branding Feature:
- Go to Settings (grey wheel at the bottom left your inbox)
- Click on Company Details under the Company Settings
- Scroll down to the bottom of the page and click Settings in the Custom Branding section
From the Custom Branding page, you can quickly view if feature is activated in your account by looking at Active/Inactive icon on each section.
Personalized email content
With this feature, all emails sent to third parties will be branded with the logo of your choice and the Company name will appear in the email instead of Concord.
To activate the Personalized Email Content to upload your logo:
- Click Update New Logo button from the Custom Branding settings
- Select a logo
- Click Save
Personalized email sender
Personalize emails so they are sent from your servers with the email of your choice. To activate Personalized Email Sender so email are sent from your servers with an email of your choosing:
- Email customer success at firstname.lastname@example.org with companies/subsidiaries you want to have the future activated for and the sender information (i.e name of the email, for example <email@example.com>)
- Have your technical team setup DKIM records for the Concord IP address 22.214.171.124 and setup SPF records for the Concord IP address 126.96.36.199
Personalized contract view
Lastly, you can activate personalized contract view. When activated, your third party view on a contract will not include any Concord branding from the contract page and from the Signed PDF.
To Activate, simply click the Disable Concord Branding from Third-Parites' contract page box.