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
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 button 'Request Approval' or 'Request Signature' for the document to appear in the 'Your tasks' Dashboard.
You cannot 'Request Approval' or 'Request Signature' to yourself.
Only the 10 oldest tasks are listed at a time. To view more tasks, complete the older tasks first - the list will automatically update.