Sharing a List
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.
How to share a list:
Open the list you would like to send. Click on the three-horizontal-line menu in the top right corner.
In the menu options, select “Send List.”
a. You may receive a confirmation message confirming your intention to send the list. If you do, you must confirm by clicking “Continue”. You may also click the “Don’t show me again” box if you would like to skip receiving this message in the future.
The “Send List” pop-up box will give you two ways to send your list: Copy Link and Email. Choose whichever option best suits your needs.
4a. Copying a link
a. Clicking on “Copy Link” will copy a link to your device that you can paste into a message. 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.
b. The link will be valid for 30 days and can be used by anyone as long as they have the link.
4b. By email
a. Clicking on “Email” will open up the “Email List” pop-up box.
b. Enter the emails of up to 10 recipients you would like to send your list to. You can also include a message in the bottom box if you’d like - this will be included in the email to all recipients. Your name and email are automatically populated in the “From” and “Subject” lines.
c. A list preview is also available to ensure you are sending the intended list - you may need to scroll down to view it.
d. Click on the Settings icon above the list preview to adjust the font size, layout, whether to include comments and annotations, etc. of the list you are sharing.
e. Once you have added the recipients - as well as any message or settings you would like to adjust - you are ready to send the email. Click the “Send” button in the bottom right corner.
f. Clicking the “Send” button will bring up a notice confirming that your list has been sent.
g. The recipient(s) 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. The link will be valid for 30 days.
h. Once you have sent a list, you will receive an email with the subject line “You shared a Concord list: [List Name]”. This will include the list name and recipients so that you have a record of sharing the list.
Receiving a Concord List
This section describes how to access a Concord list that has been shared with you. 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. The email will also include the sender’s name, email, list name, and message, as shown below.
The PDF will be in an attachment under the main message - it can be opened without logging into Concord.
If you receive a Concord link (either directly or in an email), click or tap on the link and you will be redirected to the Concord login page. From there, sign into your Concord account or create a free account.
Once you sign in, 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.
If you would like to change the name of the list, click the pencil icon to the right of the list name and type in your preferred list name.
Once you are ready to save the list, navigate to the folder where you would like the list to be saved (click the triangular arrow icon on the folder to open it).
Click “Save Here” in the bottom right corner to save the list’s location.
Now, the shared list is saved in your Concord account, and you can access it as you would access any of your own lists.
Another Option: Download and Share
In addition to using the “Send List” feature, you can share a Concord list by downloading it and sharing the file with others.
To download the list, navigate to it in the List Manager, then click on the three-horizontal-line menu in the top right corner.
Instead of selecting “Send List” in the following menu, select “Print Preview”:
This option opens a new window with the list in PDF form. In the top right corner, select either the PDF or Text option, depending on which format you would like for the list.
Depending on your device type and which format you choose, you may need to navigate through a few more settings (naming the file, choosing a parent folder, etc.) to save the file to your device.
Once this is finished, you can send the file in an email, text, or other message as you would normally send attachments.