Customer Education

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Activity overview

Latest activity by Customer Education
  • 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,

    Deleting a Document from Signing or Review Stage

    From the top menu, select 'Signature' and then 'Cancel all Signatures if signatures have already been completed.' If signatures have not been completed: Hover over where it says "Ready to sign?" o...

  • Customer Education created an article,

    Delete, Leave, or Cancel a Contract

    Throughout the Contract life cycle, there may be instances when you no longer need to have access, or you need to cancel the agreement altogether. Concord gives you multiple options for leaving or ...

  • Customer Education created an article,

    Google Drive Integration

    Connect Concord and Google Drive through the native integration and export your documents post signature. With the Google Drive integration enabled, signed documents will automatically be exported ...

  • Customer Education created an article,

    Log in to Concord with Facebook, Twitter, or LinkedIn

    Leverage the single sign-on capabilities of your social media accounts with Concord and our integrations!   Click the settings gear and select 'Settings.' Click Integrations under 'Personal' Cli...

  • Customer Education created an article,

    Box Integration

      Connect Concord and Box through the native integration and export your documents post signature. With the Box integration enabled, signed documents will automatically be exported for additional ...

  • Customer Education created an article,

    Dropbox Integration

      Connect Concord and Dropbox through the native integration and export your documents post signature. With the dropbox integration enabled, signed documents will automatically be exported for addi...

  • Customer Education created an article,

    Register for Live Concord Training

    Register for any of our weekly live training webinars here!    Concord 101 This is a 3-hour course designed to walk through all the great features Concord offers, plus a chance for you to follow al...

  • Customer Education created an article,

    Weekly Deadline Report

    Email reminders will include any upcoming contract renewals, termination notices, and any other deadlines set in the documents' summary sheet. Utilizing the deadline report allows you to stay in th...

  • Customer Education created an article,

    Date Filters for Reports

      Use date filters within Reports to create a more detailed understanding of Important dates within your contracts.      Date Filters for Reports Use the following filters to create reports  Cre...