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
Training for End Users
- Navigating Concord
- Using a Template
- Uploading Documents
- Personal Settings
- Q&A
- Support & Resources
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
Concord Best Practices
- Name Conventions & Summary Information
- Sharing & Collaborating
- Signatures
- Uploading Older Contracts
- Support and Resources
- Q + A
Approval Workflows
- Company Approvals
- Multi-Step Company Approvals
- Custom Approvals
- Building Approvals into Templates
- Support and Resources
- Q + A
Reports & Analysis
- Inbox Filters
- Creating & Exporting Reports
- Visual Analysis
- Deadline Reports