Information added to your summary data will drive notifications, deadline reports, and information contained on the Deadlines page. The deadline page can be used to view all of your upcoming deadline information, including lifecycle, financial conditions, and clauses.
Deadline Page
- The deadline page can be accessed from the home page using the left-hand navigation panel.
Filtering Deadlines
- Filter your deadline information by using the first filter dropdown to view the information by:
- All: All Deadlines
- Upcoming: Deadlines in the future
- Past: Deadlines that have already occurred
- Unknown: Deadline information without a date attached to it
- Filter by Deadline type:
- Lifecycle Information: Date or length time-based information from an agreements summary information
- Financial Conditions: Financial conditions added to the summary information in your agreement
- Main Clause: Date-based conditions made in the clause section of the summary information
- Filter by Tags: Filter deadlines based on tags added to your agreements
Data Export
- Export data to CSV or excel to report on deadline information outside of Concord, offline
- Add desired filters (if any) and select export
- Choose the file type, and select Export
