Templates

Do you consistently find yourself re-creating the same document? Whether an invoice, quote, proposal, contract, non-disclosure agreement, or other document, creating Templates in Concord can help you save time, and drive efficiency across your teams. 

Watch & Repeat


Create a Template (from scratch)

How To

  1. From the Home page, navigate to and click on the + New document button in the top right of your screen.
  2. A drop down menu will appear, allowing you to select from the following options:
    • New document to sign
    • New template
    • Add an executed document
  3. Click on New template to open the document editing tool.
  4. From here, you have access to the following options:
    • Begin drafting a new document template by navigating to and clicking on the Edit button in the top right of your screen.
    • Navigate to and click on the Import document button in the editor toolbar, or drag and drop any Word or PDF file from your computer directly into the body of the editing tool.
  5. Once completed, enter a title for your document Template (required). Consider using a naming convention that will designate the document as a Template.

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Create a Template (from an existing document)

How To

  1. From the Home page, navigate to Documents in the left-hand panel.
  2. From the Documents Inbox, select an existing Document to create a Template from.
  3. Once selected, navigate to and click on the ... icon in the top right to reveal a drop-down menu of options.
  4. Select Save as Template to create your Template.

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Locating a Template

  1. From the Home page, navigate to Documents in the left-hand panel.
  2. From the Documents Inbox, navigate to and click on the Stages button in the left-hand of your screen.
  3. Once selected, a drop-down menu will appear, allowing you to select Templates, in addition to the other varying stages in which your documents are in.

Use these articles for more information on delegating "Required Fields" or "Signature Fields" in your Template to delegate to internal or external parties.

To standardize meta-data, alerts, and more on Templates, use this article to learn about the "Summary Sheet".

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