Getting Started with Concord

Initial Account Setup

• Setting Up Teams
• Creating and Sharing Folders
• Organizing & Filtering Documents with Tags
• Adding Users
• Assigning Roles

Administrator Training

• Account and Personal Preferences
• Bulk Upload Guide
• Platform Navigation
• Templates
• Documents
• Summary Sheets
See all 7 articles

Extended Administrator Resources

• Smart Fields
• Reporting in Concord
• Searching and Filtering in Concord
• Summary Sheets Template for Third Party Paper

End User Training Resources

• Platform Navigation Demo