- Concord Support Center
- Data & Analytics
- Reports & Analytics
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Getting started
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Reports
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Integrations
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Data & Analytics
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Adding Users & User Roles
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Product Updates & Enhancements
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Collaboration & E-Signature
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Users and Sharing
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Billing and Subscriptions
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Managing Your Preferences
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Single Sign-On & Login Integrations
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Documents & Contracts
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Collaboration Functionality
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Templates
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Approval Workflows
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Account Settings
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Concord API
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Salesforce Integration
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Managing Your Documents
Your tasks & Required Actions
Your Home page gives an overview of your Concord account for quick insight into your upcoming and required tasks.
- Your tasks
- Recently modified documents
- Documents available
Your tasks
In the Your tasks section of your Home page, you will be able to see and complete the following requests:
- Approval - When an internal Concord User requests your approval on a contract.
- Signature - When an internal Concord User requests your signature on a contract.
Note: A user must click the 'Request Approval' or 'Request Signature' button for the document to appear in the Your tasks dashboard.
Only the ten most recent tasks are listed at a time. The list will automatically update to view more tasks complete the newer tasks firsthand.