Administrator

Managing Users and Teams

• Adding users to your account
• Managing roles
• Setting up teams
• Removing a user
• User Role: Team Manager
• Adding additional Administrators

Billing and plans

• Wire Instructions
• How to Update Your Billing Information
• Subscription Management
• Payment types we accept
• Upgrade your account
• Seats management
See all 8 articles

Additional Settings

• IP whitelisting
• Document Access
• Custom Branding
• Administrator Access and Administrator Oversight
• Custom identification policies
• Manage subsidiaries
See all 7 articles

Setting up document access rights

• Manage your document access rights with Folders
• Managing your tags
• Manage your document access rights with tags
• Example : Create a tag and grant access to a team

API

• Create your API key
• Create a document from an automated template with the API

Single Sign-On

• Setting up SSO for your company account
• Single Sign-On with Google

Salesforce

• Creating Salesforce Automated Templates
• Salesforce Integration (Video)
• Salesforce Concord App: New Installation Instructions
• Creating Concord documents from Salesforce

Google Drive, Dropbox, and Box Integrations

• Export to DocuSign
• Export to Google Docs
• Auto-export signed documents: Google Drive, Dropbox, Box