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 whitelisting
• 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