Approval Workflows
Users and Sharing
Collaboration & E-Signature
- Finalizing signing
- Adding fields to a Word mode and PDF documents
- Pre-Set Signature Blocks
- Color-Coded Field Assignments
- Field Types
- Add Signature Fields
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
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