- Concord Support Center
- Reports
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Getting started
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Managing Your Preferences
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Templates
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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
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Automation Workflows
'Created By' Column
The documents inbox has a 'created by' column available. This will help quickly identify essential information when viewing your documents. This column can also be included in an export to an Excel or CSV file for offline reporting purposes.
Add the 'Created By' Column
- Open your documents inbox, and select the columns icon at the top left-hand corner
- Select the columns you would like to include