NEW: Automate Contract Creation With Intake Forms!

Managing requests across teams can often feel like a juggling act — emails flying, details scattered, and deadlines slipping through the cracks. Concord’s new intake form feature is here to change that. Designed to simplify and speed up the process, this feature gives you a single place to gather and submit all the details needed to process requests.

No more manual back-and-forth or missed steps. With Concord’s intake forms, your team gains a clear, actionable way to manage requests — saving time and keeping everything on track.

What is the intake form feature?

The intake form feature lets you capture all the relevant details for any document request using a simple, user-friendly interface. Whether you’re submitting a document for approval, assigning a task, or tracking a deadline, the intake form makes sure every detail is captured in one go.

Instead of navigating through endless emails or spreadsheets, all you have to do is fill out a concise form and let Concord handle the rest.

Who can use the intake form feature?

This isn’t just for admins. Anyone on your team who needs to submit or manage requests can use intake forms. From HR onboarding to procurement approvals, it’s designed to be intuitive for everyone — no technical training required. Simply navigate to the intake form, fill in the details, and submit your request. It’s that easy.

Whether you’re a seasoned Concord user or just getting started, this feature integrates seamlessly into your workflow, making request management a breeze.

Step-by-step: How to use Concord’s intake forms

Getting started with intake forms is straightforward. Here’s how to make it part of your daily workflow:

1. Access the intake form
   Navigate to the New Document section and select New intake request from the advanced menu. If you’re already in the intake form view, simply click the Create intake request button.
2. Fill in the details
   Add the title (required) and other optional details like description and due date. The more specific you are, the easier it will be for your team to process the request efficiently.
3. Submit or cancel the request
   Once you’re satisfied with the information, hit Submit. If you’re missing the required title field, a quick prompt will remind you to fill it in before proceeding. Need to step away? Simply click Cancel to save time without losing your work.
4. Track and manage your request
   After submitting, use Concord’s dashboard to follow the progress. You can check the status, make updates, or collaborate with team members—all from one centralized location.

By keeping the process simple and intuitive, Concord’s intake forms help reduce friction in day-to-day operations, letting you focus on more immediate priorities.

Common use cases for intake forms

Wondering how intake forms might fit into your team’s workflow? Here are a few real-world scenarios where they can save time and streamline operations:

• HR onboarding: Create and assign tasks for new employee documents, ensuring nothing gets missed during the hiring process.
• Procurement requests: Standardize how vendor contracts and approvals are submitted and tracked.
• Compliance reviews: Set up forms to collect all the necessary details for regulatory submissions.
• IT service requests: Manage hardware or software purchase approvals with clear, detailed requests.
• Finance approvals: Streamline the submission of expense reports and budget requests.

With intake forms, your team can move from reactive problem-solving to proactive organization.

Tips for getting the most out of intake forms

To make the most of this feature, keep these practical tips in mind:

• Be detailed: The more information you include in your request, the smoother the process will be for the person handling it.
• Assign clearly: Select the right assignee to avoid delays or confusion about ownership.
• Use permissions wisely: Make sure you have the necessary permissions to submit or modify requests, especially when sensitive documents are involved.

These small steps can lead to big improvements in how your team collaborates and completes tasks.

Why intake forms are a game changer

Whether you’re onboarding new employees, managing vendor agreements, or tracking compliance reviews, intake forms offer:

• Simplified submissions: No more endless emails or misplaced details.
• Enhanced visibility: Centralized tracking means you always know the status of a request.
• Time savings: Automating repetitive processes lets your team focus on higher-value work.

By giving you a structured, efficient way to handle requests, Concord transforms what could be a messy, manual process into something effortless.

Ready to elevate your workflows?

The intake form feature is now live and ready to use. Whether you’re a new user or an experienced pro, this tool has the power to improve your workflows and bring more clarity to your operations. Log in to your Concord account today and see how intake forms can make a difference for your team.