Templates

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

Create a Template (from scratch)

  1. From the Home page, navigate to and click on the + New document button in the top right of your screen. A drop-down menu will appear, allowing you to select from the following options:
    • New document to sign
    • New template
    • Add an executed document
  2. Click New template to open the template editing tool.new_template.png
  3. 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. edit_template.png
    • Import a pre-existing file: Click File > Import document and select a file. Or, drag and drop any Word or PDF file from your computer directly into the body of the editing tool. template_import_document.png
  4. Once completed, enter a title for your document Template (required). Consider using a naming convention that will designate the document as a Template.

 

Create a Template from an existing document  on Concord 

  1. From the Home page, click Documents on the left-hand panel.
  2. Click on the document you would like to templatize (Drafts, in-Review or Signing stage documents only)
  3. Once opened, click File from the top menu
  4. Select 'Copy as template' copy_as_template.png
  5. You will be automatically redirected to your new template

 

 

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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