Working in Concord

Approval Workflows

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

Users and Sharing

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

Collaboration & E-Signature

• Copy Contract Summary from a Signed Document
• Internal and Public Versions
• Manage Your Document Access Rights with Folders
• Reassigning or Delegating Your Signature
• Required Fields
• Why Can't I Sign a Document?

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Documents & Contracts

• Concord Best Practices
• Attaching Files to a Contract
• Document Progress Card
• Bulk Upload Signed Documents
• Invited Guest Reference Guide
• Manage Clauses in the Library

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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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