Account and Personal Preferences

Once you’ve created a Concord account, you can set up your Personal and Company Preferences to ensure your settings reflect the needs of all Users.

Watch & Repeat

Account Preferences

Personal Preferences & Custom Messages


Choose Language Settings

Concord is currently available in English and French. Follow these steps to adjust your account to your preferred language.

1. From the Home page, navigate to the gear ⚙  icon in the lower-left corner of your screen, and click Settings.
2. Navigate to and click on Preferences under Personal in the left-hand panel.
3. From the Preferences page, navigate to and click on the drop-down modal next to Interface language.
4. Once having selected a preference language, your account interface will automatically adjust.

Managing Notification Emails

Concord sends email notifications to alert Users of activity on the documents on which they have access. Each Concord User can customize the frequency of notifications and whether to receive notifications for activities completed by a colleague, external guest, or both.

Note: A User's email notification settings are applied to all the Concord accounts tied to the user's email address, including personal accounts, company accounts, and subsidiaries.

Note: Email notifications requesting an approval or signature are sent as individual emails to the users or guests assigned to that task. These settings cannot be modified.

To select notification preferences:

1. Open your Settings by clicking on to the Settings Cog
2. Select Preferences under Personal Settings
3. Under Email Notifications menu, select (blue) or de-select the boxes beside your preferences Any changes are automatically saved and effective immediately.

Note: The default setting has “new version” from colleagues deactivated

Notification Format

Users can choose the format of the email notifications they wish to receive:

• Individual email - document activity updates sent in real-time as individual email notifications
• Recent activity digest - a single, daily recap of activity on documents performed within the last 24 hours
  
  Note: Invitations to join a document notifications are always sent as individual emails and cannot be grouped into the daily digest. These invitation emails include a unique link to the document specifically for the recipient. This setting applies to both Concord Users and guests. 

To update the format of your document activity email notifications:

1. Open your Settings by clicking on to the Settings Cog
2. Select Preferences under Personal Settings
3. Under Email Notifications menu, use the dropdown beside each activity* to select "Individual email" or "Recent activity digest"

Include subsidiary users in sharing settings

Checking this option will display users that belong to your company’s subsidiaries in the auto-suggested list of parties in the share settings dialog. This allows you to select the company you would like to invite a user under when sharing a document with them. 

Individuals who are users in multiple accounts (a parent company and/or multiple subsidiary accounts) will be listed per company, so you may see multiple listings for one individual in this case. 

See Sharing a contract or saving for later to learn more. 

Note: Subsidiary management is only available for users subscribed to the Enterprise plan.