Customer Education

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Activity overview

Latest activity by Customer Education
  • Customer Education created an article,

    Reports & Analysis Webinar

      This on-demand webinar training video leads Concord users through the following topics: Building Reports Exporting Data Visual Analysis   *Register for one of our weekly webinars here!         

  • Customer Education created an article,

    Tags to Folders Migration

      To make the transition from Tags for access to folders to access as simple as possible, Concord has created a spreadsheet that will allow you to map your current tags to folders. Once the spreads...

  • Customer Education created an article,

    Update on Log4j Vulnerability

    Last Update: Tuesday, January 11, 2022   Log4j On December 9th, and 14 respectively, two vulnerabilities affected the open-source library Apache Log4j. The vulnerability has been given a CVSS (comm...

  • Customer Education created an article,

    Updated Lifecycle Information

      Completing the document Lifecycle information allows you to continuously receive updates and notifications regarding important dates within your contact. Concord has updated the language in the l...

  • Customer Education created an article,

    Assign Fields to a Signer

      Increase your efficiency and enhance your compliance by assigning specific form fields to a designated signatory. Assigned Individuals can now be solely responsible for completing the information...

  • Customer Education created an article,

    Created By Column

      The documents inbox now has a 'created by' column available. This will help quickly identify essential information when viewing your documents. This column can also be included in a list export t...

  • Customer Education created an article,

    Tags to Folders Migration Webinar

    This on-demand webinar training video leads end-users through the following topics: Who does this affect? Migration Process What should I do Post Migration? What can I do pre-migration?  Questions...

  • Customer Education created an article,

    Migrating Tags for Access to Shared Folders

      On October 25, 2021, customers with an account created before June 17, 2019,* will have their tags automatically migrated into individual folders. Folders will then be used for sharing and acces...

  • Customer Education created an article,

    Getting Started for Creators & Collaborators

      This on-demand webinar will help you get started using Concord quickly and efficiently.   Agenda: Personal Settings  Creating Documents, Uploading Documents, Creating Templates Execute a basic ...

  • Customer Education created an article,

    New Feature: 'Anyone' Signature

      With Concord's E-signature capabilities, you can now add 'Anyone' as a signature option, allowing any user with access to the document to act as the signatory.   Add 'Anyone Signature' from the D...