Sending a List
- Will Adler (Deactivated)
This help article explains how to share a list with others using the “Send List” feature. Follow the steps below or watch the help video to learn more about this feature.
Open the list you would like to send.
Click on the three-horizontal line menu and select “Send List.” You may receive a confirmation message confirming your intention to send the list. You must confirm prior to continuing.
The “Send List” pop-up box will give you two ways to send your list: Copy Link and Email.
Sending a List by Copying a Link
Clicking on “Copy Link” will copy a link to your device that you can paste into a message to the recipient. The recipient can click this link to import a copy of the list into their Concord account. After clicking the “Copy Link” button, you will see a disappearing pop up confirming the link was copied.
The link will be valid for 30 days and can be used by anyone as long as they have the link. The image below shows the link being sent in a message to a friend.
Sending a List by Email
Clicking on “Email” will open up the “Email List” pop-up box.
Enter the emails of up to 10 recipients you would like to send your list to. If you include a note in the Message box, it will be sent to all recipients.
A list preview is also available to ensure you are sending the intended list.
Click on the Settings icon to adjust the font size, layout, whether to include comments and annotations, etc. of the list you are sharing.
Clicking the “Send” button will bring up a notice confirming your list has been sent. The recipient will receive an email containing a PDF of the list you shared and a link to import a copy of that list into their Concord account.
Receiving a Concord List
There are two ways you can receive a Concord list, by email or by a Concord List link. If you receive a list by email, the email will contain a PDF of the shared list and a link to import that list into your Concord account.
If you receive a Concord link, click or tap on the link and you will be redirected to the Concord login page. From there, sign into your Concord account or Continue as a guest.
If you sign into a Concord account, you will be prompted to choose where you would like to save the list. Selecting “Import Now” will open the list in the Lists Panel and add the list to the top of your List Manager.
Selecting “Import to Folder” will allow you to select which folder you would like to save this list in.
You can change the name of the list by clicking on the pencil icon to the right of the list’s name, and you can create a new folder by clicking on the “Add Folder” icon at the bottom left of the import box. Clicking “Save Here” will open the list in the Lists Panel and add it to its respective folder in the List Manager.
If you click “Continue as a guest” then the list will automatically be opened in the Lists Panel.