Templates

Creating Templates in Concord can help you save time and drive efficiency across your teams. Templates allow you to build off a pre-built document rather than consistently recreate the same document or contract.


Create a Template from New Document Button

From the Home page, navigate to and click on the  New Document button in the top right of your screen.

A new menu will appear, allowing you to select from the following options:

  • Draft & Sign
  • Store & Track
  • Create Template

  • Select Create Template

 Create a Document from the Quick Access Buttons

  • From the home page, you will see three quick access buttons across the top of the screen.
  • Choose "Create Template" 

  •  Both of these methods will bring you to the following menu:

Standard Template

  • Upload a Document
  • Create a Blank Document

Create a Blank Document

  • Type and build your document directly within Concord

Upload a Document

  • Chose a PDF or Word file
  • If a word file is chosen, choose either Word Mode or Live Editor for import
  • Edit the document accordingly
  • Save & Share the template

Create a Template from an existing document  on Concord 

  • From the Home page, click Documents on the left-hand panel.
  • Click on the document you would like to templatize (Drafts, in-Review, or Signing stage documents only)
  • Once opened, click File from the top menu
  • Select 'Copy as a template.

  • You will be automatically redirected to your new template. You can immediately use the new template by clicking "Start Draft" in the top right-hand corner.            

Locating a Template

  • From the Home page, navigate to Documents in the left-hand panel.
  • From the Documents page, navigate to the Stages button in the left-hand of your screen.
  • Once selected, a drop-down menu will appear, allowing you to choose Templates.