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

• Pre-Set Signature Blocks
• Color-Coded Field Assignments
• Field Types
• Add Signature Fields
• Configure Signers
• E-Signature with Required Fields

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Documents & Contracts

• Navigation Panel
• Deadlines
• Deleting a Document from Signing or Review Stage
• Delete, Leave, or Cancel a Contract
• Concord Best Practices
• Attaching Files to a Contract

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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

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