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  1. Concord Support Center
  2. Administration Functionality

Administration Functionality

Single Sign-On

  • Setting Up SSO for Your Company
  • AZURE Configuration Instructions
  • OneLogin Configuration Instructions
  • Google SSO Configuration Instructions
  • Okta Configuration Instructions
  • ADFS Configuration Instructions

Collaboration Functionality

  • Smart Fields - Admin Guide
  • Smart Fields
  • Managing Your Tags
  • Legacy Account - Document Access Rights With Tags
  • Creating and Using Tags
  • Document Approvals

Integrations & API

  • Getting Started with the Concord API
  • Inserting Salesforce Opportunity Product fields into an Automated Template
  • IP Allowlist
  • Create an API Key
  • Create a Document from an Automated Template with the API

Adding Users & User Roles

  • Managing Teams
  • Adding Users to Your Account
  • Managing Roles
  • Swapping Users
  • Setting Up Teams
  • Removing a User
See all 7 articles

Account Settings

  • Two-Factor Authentication (2FA)
  • Wire Instructions
  • How to Update Your Billing Information
  • Manage Your Subscription
  • Payment Types We Accept
  • Custom Branding
See all 14 articles