Creating templates in Concord saves time and drives efficiency across your teams by allowing you to build from a pre-built document rather than repeatedly recreating the same document or contract.

Create a Template from New Document Button

From the Home page, navigate to and click on the  New Document button in the top right of your screen.

A new menu will appear, allowing you to select from the following options:

  • Draft & Sign
  • Store & Track
  • Create Template

  • Select Create Template

Standard Template

  • Upload a Document
  • Create a Blank Document

Create a Blank Document

  • Type and build your document directly within Concord

Upload a Document

  • Choose a PDF or Word file
  • If a word file is chosen, choose either Word Mode or Live Editor for import
  • Edit the document accordingly
  • Save & Share the template

Create a Template from an existing document on Concord 

  • From the Home page, click the Documents icon on the left-hand panel.
  • Click on the document you would like to make into a template (Drafts, in-Review, or Signing stage documents only)
  • Once opened, click File from the top menu
  • Select 'Copy as a template'

  • You will be automatically redirected to your new template. You can immediately use the new template by clicking "Start Draft" in the top right-hand corner.            

Locating a Template

  • From the Home page, select the Stages section in the left panel.
  • Once selected, a drop-down menu will appear, allowing you to choose Templates. 
  • This is where you will find all of the templates you have created and ones that have been shared with you.