Getting Started with Concord

Initial Account Setup

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

Administrator Training

• Account Preferences
• Platform Navigation
• Templates
• Summary Sheets
• Documents
• Document Workflows
See all 7 articles

Extended Administrator Resources

• Reporting in Concord
• Searching and Filtering in Concord

End User Training Resources

• Platform Navigation Demo