Your Home page gives an overview of your Concord account:
- Your tasks
- Recently modified documents
- Documents available
Your tasks - how it works
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.
- 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.