Linking Documents Together

With Concord, you have the option to link several Signed documents together, allowing you to group, organize, manage, and retrieve them more effectively.

To link documents together, please follow these steps:

• Open the Signed document that needs to be linked to another
• Click on the Summary Tab
• Click on 'Link to another document'

• Select how you want the document to be linked:

• Enter the name of the linking document or the name of the third party
• You can add as many links as you would like by clicking Add a link to a document
• Click Send

• Once you have linked the Signed documents together, you will be able to oversee them through the Summary tab of the linked documents.

• The linked document titles will be visible to all Internal users who have shared the document, but the document will only be able to be opened by users who have been added to the linked document.