There we go. Sorry about that. We had some issues getting started today. My apologies. Let me go ahead and get this going. Excellent. Awesome. Thank you all for joining. Thank you for your patience. Sorry that we're getting started a little bit late today. Looks like we've got a good number of people here. And I see a lot of names that I recognize, so thank you for joining.

Today we're going to talk about the redlining process through Concord. So that is going to be the topic. Let me see if I have... Sorry, everything's getting thrown off a bit. One moment here. There we go. All right, so we're going to be talking about redlining in Concord today. And we'll go through what that process looks like in the system. Also how that would work if you're wanting to redline through Microsoft Word with a mixture of Concord and some different things there. So we'll kind of run through that whole process. If you have any questions or comments, feel free to put them into the chat or the Q&A. Because we're getting started a little bit late, I'm just going to jump right in. I can see the head of sales here at Concord.

And if you have any questions, feel free to reach out to myself or our support team. And we're more than happy to assist with anything that we can. So feel free. Let's go ahead and jump into Concord. So I'm in the Horizon platform. That's where I'm going to be demoing this from today. If your system looks a little bit different from this, it's because you're in our classic version of Concord and haven't migrated over to Horizon yet.

So typically when we talk about redlining, we're talking about third-party paper. Obviously you can start a contract negotiation with your own template where you can have a template, you know, turn that into a draft, share it out, start that markup process, etc. But what I want to do to start here would be actually start from a document from a vendor. So I'm just going to drag and drop this directly into Concord. And when I bring that into the system, I'm going to click upload. And we're going to prepare a few things. So I'm going to upload this as a draft.

I'm going to keep it in live mode so I can make changes inside of Concord. And then I'm going to choose a folder it's going to live in and save that to the platform. So we now have a document inside of Concord. This one actually had some markups and red lines that came across from Microsoft Word. So I'm going to go ahead. I've got those here. So as you can see, they're in the document. Now a couple of things I can do at this point. If I wanted to, I can rename the document. So maybe I'll come in here and retitle this. I can also share this out with different people. Maybe I want to share this out to my external party, a couple of my colleagues here. So we're going to add some other people to the document. If we are redlining the documents together, we probably want to make them a full editor so they can come in and make their own comments of markups and changes as well. So I'll make them a full editor. I'll put a personal message here and then I'll send that out through the system.

Now they'll receive an email with a link. All they have to do is click on that link and that will bring them into this document directly. So they'll receive something similar to this. They just have to click open document and that will take them in. Now once everyone's on the document together, we can begin that actual redlining process. So I've got my contract here. One tool that's really nice and Concord is our co-pilot. So if you wanted to know, you know, hey, what do I need to actually change? I'm going to go ahead and tell the co-pilot to review the document and highlight what I should redline. Now in the current version of Concord, we don't have that automatic redlining tool.

That will be coming out with a future version in the system here. But you're definitely able to tell the co-pilot what you want to mark up a redline and it can give you some nice examples here of what to mark up and what to change it to as well. Okay? And so yeah, you can go back and forth and have all these different things worded here through the co-pilot. But let's actually want to make a few changes here in the system. So to do that, I'm going to come into my version history. I'm going to click full, first we'll click edit and then I'm going to come up to revisions and I'm going to make sure track changes is turned on. Now when I come into my document, I can start to mark it up in redline. So let's say I want to mark up a few language here. Maybe I want to add some language here. So you can add language, you can mark things up, you can also highlight and click on the add comment if you want to add comments inside the document as well. And I can either post this publicly so everyone can see it or I can make it an internal only note. Internal notes are just going to be seen by you and your colleagues. They won't be seen by the outside parties at all. So you got both public and internal. I'll go ahead and save that here.

Now the other side is going to receive an email letting another you just created a new version of that document in the system as soon as you create that version in the tool. That'll show up there in a second. But basically so they'll receive an email. You also can see behind the scenes here there's a full audit trail. So if I click on that little audit button, it's kind of the clock with the circle. I can come in here and see the full audit trail. What's happening? I have a breakdown of all the specific comments and all the track changes as well. And I could even see like which version the changes were made on and who made them and all that stuff. The other thing that I have is the actual version history. So if I want to come in and view the version history of all the changes over time, I can do that here as well. Right now I'm comparing version two to version one.

And I can see the difference between those versions. One thing that's really cool from here is I can also restore to previous versions. So if I wanted to let's say that maybe I made a mistake on something and I want to jump back to a previous version in the system, I can click restore and I can jump back to that previous version.

I can also export versions as well. If I want to take this into maybe like a previous version, take that into word. I do have that option also. And then one other thing to point out here is the analytics. So I'm able to come in here and see how many versions, how many days between versions who's working on it, you know, all sorts of stuff there as well.

So that is kind of the way to go back and forth inside of Concord. Now one thing that's really popular too is maybe you're working on this document or you need to work on this document with a few different team members and you don't necessarily want every single change to be pushed automatically to the outside party. So to solve that, you can come up to revisions and I can create an internal only version. So right now I'm internal only if I come in and make any changes or edits or markups or my other colleagues do the same thing. Those changes are not going to be pushed automatically to the outside party because right now we're only making those internal comments and changes. Once we're ready to push it out to the external party, we can click publish and that's going to push that version back out to them as a live document. We do also have a discussion panel so if you wanted to communicate to your colleagues or your outside parties, you can need to post comments here that are public which will be seen by everybody who has access to this document or internal only which is just for you and your colleagues to see those here as well.

Now one thing that always comes up too is you may actually have an external party that would prefer to do the markup in Microsoft Word or in Google Docs. So we're going to actually do both here. I'm going to take this document. I've got the public comments now. So I'm going to export this into Word. I'm only going to choose to export the public comments. I'm not going to export the internal or other things so I'll download that now. And then while that's happening, I'm also going to push this into Google Docs as well just so you can kind of see both options there.

So this is the version that I sent into Microsoft Word. And well I have multiple things happening at once. Looks like I need to review my office license. But basically I've got my markups and comments here inside of Concord or sorry inside of Word that I created inside of Concord I should say. Those are going to push into Word just like a normal markup comment etc. And so what I could do is actually save this. I could make some additional changes here. So let's go ahead and do that. I'm going to track changes for everyone.

I'll come and actually do some additional markups here inside of Word. I'm going to also add a comment here as well. New comment. So I'll go ahead and add all these. I'll get this in the document. So now I'm going to save this. So save as I'm going to go ahead and take this into you. I'm going to save this to my desktop real quick.

And so now when I go back into Concord I can either find that here, well not in Concord yet. I can either go import file and find it to there or I can just simply drag and drop it in from the version I just saved. So I'm going to drag and drop that new version into this record. I'm going to upload it as a live document. Make all the comments public and import track changes and I can bring that in the system. So that's the process to create Negotiate and Sign. I'm on the side but to create and negotiate whether you're doing that to Word or in Concord. We'll talk about Google Box in this minute as well. But all those changes that I just made offline, they're going to be uploaded here and brought into the system as well. So now if I go back to my audit trail, see the new version, I'll see the new comments, the track changes, all that stuff's going to be there as well.

Now with Google Docs it just x-worded this. So I'm actually in Google Docs now and as you can see I have all the comments and changes that are already there. You can also choose the push things back into Concord from here. So we do have both options available. I think there's a question. When you post an internal comment, does an email get sent to everyone shared to the doc? Yes, it does. If you post an internal only comment, people that are on the document that are internal, like your colleagues or team members, they will receive an email. And if you post a public comment, everybody will receive an email at that comment, including the external parties.

Great, now we're ready to just go ahead and get this contract complete. So we've got the back and forth, the red lines here. Let's say that we've gone back and forth with the outside parties and we want to get this cleaned up and signed. So a couple things to point out. First of all, I'm going to clean the version off. I'm going to either accept your objectives changes one by one or I can click on revisions and I can just do an accept all. So let's say that I want to clean it, everything was good on my side. We're going to clean this up. And now we're ready to set it up for signature. So I'm going to come in here to my signer button. I'm going to add one external guest and one internal guest. I can also choose, you know, I could put in a signing order. I can order request signatures. I can use that preset signature block. And then once everything's good to go, I'll clean up the version a little bit, make sure it looks ready for signature.

If I wanted to, I could also actually drag and drop like the signatures into the document and put all the fields in. But basically once I'm ready to get it signed, I can go ahead and just click on the sign button here, or of course, you know, send that out to the people that need to sign. And with the signature, I can either type that. I can draw it or upload the image of the signature. So a few different options there. And then I'll go ahead and just sign in that secure.

Okay. So that's the process to create and negotiate and sign through the power cord platform. And that's how we would redline that contract in the system as well. If there's any questions, let me know. Happy to address any questions that you might have. Hopefully you can understand the concord is flexible. I think that's what people like about the system is while you can do everything directly inside of concord, you don't have to. You could use a combination of Microsoft Word and Concord or even Google Docs and Concord. So, you know, it's kind of set up that way you can work the way that you want to work. I do have a lot of customers who do their red lines in Word and they'll just save the copies back into Concord for the version history. So I do have that version history over time. That's pretty common. So yeah, just whatever you prefer is how you can use it. We had a lot of additional questions yesterday. Oh, here we go.

There's another question. Can others comment to be replied to be a comment? Yeah, anybody that you share the document with and you make them a full editor could come in and make red lines of markups and also comments and actually anybody who's anyone you invite could make a comment. So they don't have to be a full editor to do comments. Anyone can come in and highlight and mark it up and then you can reply to them and all that stuff. So it's meant to be an online collaboration tool. So it's really a discussion. It's controlled by who you give access to the document.

Awesome. Well, let me know if there's any other questions. That's really what I wanted to cover today. Kind of make it short and sweet so we can just focus on that redlining process. I will plug this. The way that this came about was I had somebody on a webinar last week say, hey, I'd really love to see a webinar on redlining in Concord. And so that's why we put this together. So if you do have any topics that you want to learn more about or that you would like me to cover on a future webinar, please let me know. You can put them into the chat here or you can just send me a quick email and I'm more than happy to do that. And yeah, we'll work those in.

When using your own template within Concord, do you give the external parties edit rights and can they share it with others on their team? Yes, I'll be all be above. So typically the way that that I use our documents is I may not give them full edit rights to start because maybe I want to see if they have any edits for us. So let's say that you're working off this template in the system here. So I've got a standard template in the tool. So once I'm ready to share this out, I click start draft. We'll prepare the template or document and then I'll go to share this out.

So when I share it out to an external party, I'm going to make them probably a limited editor by default unless I'm really okay with them like marking it up right off the bat. But go ahead and send that out. I'll do that limited editor. Now if they were to come back and be like, hey, I've got some changes I want to make to this document. You could always escalate them or elevate them to a full editor. You can change that whenever you want. And when they come into the system, they could also they do also have the option to click share and share this out with other people. So what'll happen a lot is I'll share it with one person. They're not the person who's the actual reviewer signer so then they can just click share and share it with whatever they need to. Yeah, so that's a very common way to use Concord. Absolutely. Awesome. Any more questions? Let me know.

All right. If not, hopefully you've learned something today about how to redline in Concord. As always we'll get you the recording to this. We send that out on Fridays and make it available on our YouTube as well. And so yeah, thank you all for taking the time and have a great rest today. We'll talk to you later.