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

• Administrator Training Webinar
• Account and Personal Preferences
• Bulk Upload Guide
• Templates
• Documents
• Summary Sheets
See all 7 articles

Extended Administrator Resources

• Smart Fields - Admin Guide
• Searching and Filtering in Concord
• Summary Sheets Template for Third Party Paper

End-User Training

• NEW: Feature Update Training Webinar (Home, document layout, Internal Versions)
• End-User Training Webinar

WEBINARS

• What's New button
• On-demand Webinars list

Single Sign-On

• Setting up SSO for your company account
• AZURE Configuration Instructions
• OneLogin Configuration Instructions
• Google Configuration Instructions
• Okta Configuration Instructions
• ADFS Configuration Instructions