Once you’ve created a Concord account, you can set up your Personal and Company Preferences to ensure your settings reflect all users' needs.
Choose Language Settings
- From the Home page, navigate to the gear icon in the lower-left corner of your screen, and click Settings.
- Navigate to and click on Preferences under Personal in the left-hand panel.
- From the Preferences page, navigate to and click on the drop-down modal next to Interface language.
- Once having selected a preferred language, your account interface will automatically adjust.
Managing Notification Emails
- Open your Settings by clicking on the 'Settings' icon
- Select 'Preferences' under Personal Settings
- Under the email Notifications menu, select or de-select the boxes beside preferences
- Any changes are automatically saved and effective immediately.
Notification Format
- 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.
- Open your 'Settings' by clicking on the Settings icon
- Select 'Preferences' under Personal Settings
- Under the 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 to 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 that you may see multiple listings for one individual.
Note: Subsidiary management is only available for users subscribed to the Enterprise plan.