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 file or create a blank document
- Bulk send with Excel
- Salesforce 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.
Use the following links to articles for more information on adding Required Fields or Signature Fields in your Templates to collaborate with internal or external parties.
To standardize meta-data, alerts, and more on Templates, use the following article to learn about the Summary Sheet.