- Concord Support Center
- Documents & Contracts
- Working in Concord
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Getting started
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Reports
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Integrations
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Data & Analytics
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Adding Users & User Roles
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Product Updates & Enhancements
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Collaboration & E-Signature
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Users and Sharing
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Billing and Subscriptions
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Managing Your Preferences
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Single Sign-On & Login Integrations
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Documents & Contracts
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Collaboration Functionality
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Templates
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Approval Workflows
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Account Settings
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Concord API
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Salesforce Integration
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Managing Your Documents
Create a document from a PDF
Concord allows you to create a document from an imported PDF document and add text, required fields, and signature fields onto the document.
Creating a document from an imported PDF
1. From the Home page, select the Draft & Sign button OR select the New Document button followed by the Draft & Sign button. This will open the Document Builder and begin creating a document.
2. Select Upload a document button
3. Select the PDF file to upload
4. Complete the remaining steps of the Document builder to create the document.
Adding fields to a PDF document
- Fields can be added to PDF documents as elements that overlay the document itself and filled by participants without giving those participants editing rights.