Customer Education

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Activity overview

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

    Expedite Your Processes with E-Signature Webinar

    This recorded webinar training video leads Concord users through the following topics:   Why E-Signature? Prepping for Signature Getting Approval  Setting Up E-Signature Why Can’t I Sign? Signing ...

  • Customer Education created an article,

    Upgrade Your Account

      Signing up for a free trial with Concord allows you 14 days of access to all Pro Account features. After the trial period, you have the option to stay with the free account or upgrade to a paid v...

  • Customer Education created an article,

    Concord Best Practice Webinar

    This recorded webinar training video leads Concord users through the following topics   Naming Conventions & Summary Information Sharing & Collaborating Signatures Uploading Older Contracts Suppor...

  • Customer Education created an article,

    Concord Best Practices

    With Concord's extensive capabilities, many processes and details can be managed within the platform. To help leverage the product's full functionality, below are a few suggested best practices whe...

  • Customer Education created an article,

    Attaching Files to a Contract

    Additional files are often needed to supplement a contract. Certificates, images, and additional information outside of the document are all options that would require the addition of additional fi...

  • Customer Education created an article,

    Approval Workflows Webinar

    This on-demand webinar training video leads Concord users through the following topics: Company Approvals Multi-Step Company Approvals Custom Approvals Building Approvals into Templates  Support a...

  • Customer Education created an article,

    Supported Browsers

    Recommended browsers For the optimal experience, we recommend accessing Concord using the latest version of Google Chrome. If preferred, you can also access Concord on the latest version of Safari,...

  • Customer Education created an article,

    Company Approval Workflows

    Approvals' are available with some of our paid plans. Company approvals can standardize your approval process, and allow your team to add these workflows to contracts and documents with ease. Prede...

  • Customer Education created an article,

    Custom Messages

      Using custom messages can help expedite the contract sharing process by sending parties prewritten custom messages. Adding additional context or details will help recipients understand intentions...

  • Customer Education created an article,

    User Activity

    For a quick overview of User activity, you can access the Activity page. This will give you awareness of what your company is doing within Concord, as well as the progress they are making on contra...