Concord software Auto-notifications and reminders

Need help getting started?

Join one of our live, weekly training sessions with Concord’s onboarding managers. We’ll go over everything you need to get started using Concord.

Training for Admins

  • Navigating Concord
  • Personal Settings
  • Company Settings
  • Advanced Features
  • Create a Template
  • Q&A
  • Support & Resources

Register for Admin Training

Training for End Users

  • Navigating Concord
  • Using a Template
  • Uploading Documents
  • Personal Settings
  • Q&A
  • Support & Resources

Register for End User Training

Expedite Your Processes with Concord E-Signature

  • Why E-Signature?
  • Prepping for Signature
  • Getting Approval 
  • Setting Up E-Signature
  • Why Can’t I Sign?
  • Signing the Contract
  • Download a Signed Document
  • Support & Resources

Register for E-Signature Training

Concord Best Practices

  • Name Conventions & Summary Information
  • Sharing & Collaborating
  • Signatures
  • Uploading Older Contracts
  • Support and Resources
  • Q + A

Register for Best Practices Training

Approval Workflows

  • Company Approvals
  • Multi-Step Company Approvals
  • Custom Approvals
  • Building Approvals into Templates 
  • Support and Resources
  • Q + A

Register for Approval Workflow Training

Concord Q+A

  • Sign up for a 15 minute one to one Q+A with a Concord Expert

Register for Concord Q+A

Reports & Analysis

  • Inbox Filters
  • Creating & Exporting Reports 
  • Visual Analysis
  • Deadline Reports

Register for Reports & Analysis Training

Join the thousands of companies using Concord
to make their businesses more efficient.

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