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  1. Concord Support Center
  2. Working in Concord

Working in Concord

Approval Workflows

  • Company Approval Workflows
  • Conditional Custom Approvals
  • Custom Approvals
  • Automatically Notify the Next Approver

Users and Sharing

  • Document Access as an External Party
  • Accepting an Invitation to a Document
  • Assigning Roles
  • Audit Trail
  • Team Manager Role
  • Changing Editing Permissions after Sharing

Collaboration & E-Signature

  • Adding fields to a Word mode and PDF documents
  • Pre-Set Signature Blocks
  • Color-Coded Field Assignments
  • Field Types
  • Add Signature Fields
  • Configure Signers
See all 31 articles

Documents & Contracts

  • Navigation Panel
  • Deadlines
  • Printing and downloading panel content
  • Deleting a Document from Signing or Review Stage
  • Delete, Leave, or Cancel a Contract
  • Concord Best Practices
See all 25 articles

Templates

  • Create a Template from an Existing Contract
  • Using a Template
  • Templates
  • Create an Automated Template with Excel
  • Using an Automated Template with Excel
  • Share a Template
See all 7 articles