Start here
Use Concourse® as you normally would. This guide explains the primary dashboard experience and gives you a simple way to request help or share what you notice.
Have a question, feedback, or suggestion?
Email us at productfeedback@cogencyglobal.com or select Feedback or Suggestions in the bottom-right corner of Concourse®. We’d love to hear from you, so please share as often as you’d like!
Getting Started
Use Concourse® as your starting point
Concourse® used to work mainly as a launcher with a search bar and application tiles to help you find the right Cogency system. The new experience builds on that foundation and adds an account-level dashboard that surfaces your important work and status information in one place, so you can see what needs attention before opening a separate Cogency application.
A quick path
| Scan the dashboard | Review items that need attention or are already in progress. |
| Open an item | Select the available action to review or continue the work. |
| Check the result | Confirm that the next page or application matches the action you selected. |
What Concourse® does
Concourse® summarizes, prioritizes, and routes work. Detailed records and workflows remain in the connected Cogency tools.
Use the Action Grid
The Action Grid is the most significant functional change in the new Concourse® experience. It introduces a centralized worklist that brings together tasks and status information from Entity Central®, UCC ProFile, Orders & Invoices, and other applications into one table. For the first time, you can see action items and order status from multiple Cogency Global applications in one place, without logging into each one separately.
At the top of the grid, summary counts show how many items are overdue, due this week, due in 30 days, and due in 60 days. Other dashboard updates, including the Compliance Calendar, Registered Agent Map, and Quick Links, improve how information is presented; the Action Grid adds a new cross-application view of responsibilities and work status. The grid includes relevant activity from a defined timeframe for your account.
Please note that compliance data may not be available in real time. Compliance information may not update immediately after a filing is completed. Status information depends on data provided by each state, and update frequency can range from daily to quarterly. For accounts without compliance services, the data only changes when it is updated in Entity Central®.
Why we built it
The Action Grid is designed to help you understand what needs attention now and what to do next. You can now start in Concourse® and follow the action shown in the row.
Each alert link is written as a clear next step, such as Pay Invoice, Prepare UCC-3, or Review. The dashboard also gives you a consistent starting point for managing work with Cogency Global.
The notification bell reflects the same notifications shown in the Action Grid. You can expand the Action Grid to view all notifications.
Choose a tab
| Actions grid tab | What may appear |
|---|---|
| Needs Attention | Items that need your attention. Use the action shown in the row. |
| My Work in Progress | Work you started and may need to continue, review, edit, or send to Cogency. |
| In Cogency Queue | Orders or submitted work that Cogency is actively working on. |
| Completed Work | Completed orders available for review. |
Understand a row
A row may show the type, name, jurisdiction, status, application, and action link. Select the action link to continue.
Common actions
Depending on the item, you may see Contact Us, Review, View Order, View Invoice, Pay Invoice, Prepare UCC-3, Update Status, Edit, or Send to Cogency.
Dismiss an item
After addressing an item, you can dismiss the row. Dismissed items move to the Ignored section, available through View More in the Action Grid, where you can retrieve them as well.
Where an action may take you
| Source | What may appear | Available next step |
|---|---|---|
| Entity Central® | Compliance or jurisdiction items | Use Contact Us when shown. |
| Orders & Invoices | Orders and invoices | View an order or invoice, or pay an invoice when available. |
| UCC ProFile | Continuation or filing work | Prepare or update a UCC-3, edit work, or send it to Cogency when shown. |
| Datasheets | Registration or compliance items | Open the item to review or continue it when shown. |
If something does not look right
- Note the Action Grid tab and item you were reviewing.
- Capture the status, action link, or message shown.
- Send a screenshot with what you expected to happen to productfeedback@cogencyglobal.com
View Orders & Invoices
Concourse® provides quick access to your order and invoice activity from both the dashboard and main navigation.
From the dashboard
Use the Orders & Invoices widget on the right side of the dashboard to:
- Review recent order and invoice activity.
- Select an order or invoice to open its detailed view.
- Select View More to see additional orders and invoices.
- Pay an individual invoice or select multiple invoices for payment.
Select Orders & Invoices from the main navigation when you need a more complete view of your activity. From there, you can:
- Review your full list of orders and invoices.
- Find and open a specific order or invoice.
- Review available details and status information.
- Complete any available action associated with the item.
If something doesn’t look right
- Note whether you accessed the item from the dashboard widget or the main navigation.
- Record the order or invoice you were trying to open or pay.
- Capture any status, payment option, or message shown.
- Send a screenshot and briefly explain what you expected to happen to productfeedback@cogencyglobal.com.
A quick note in your own words is enough. You can share feedback by emailing productfeedback@cogencyglobal.com or by selecting the Feedback or Suggestions link in the bottom-right footer of Concourse®. Share what stood out while the experience is still fresh.
| What To Share | Question |
|---|---|
| 1. Context | What were you trying to do, and where were you? |
| 2. Experience | What happened or stood out? |
| 3. Expectation | What did you expect, need, or want instead? |
Example
“I was trying to find a recent invoice. I looked under Orders & Invoices first, but I was not sure which filter to use. I expected a clearer way to narrow the list by client or date.”
Additional feedback questions
- What made your work easier or clearer?
- What got in your way?
- If you could change one thing, what would it be?
Getting Help
Send a help request
If you are unsure how to continue or something prevents you from completing your work, you do not need to troubleshoot it yourself. Please contact us for help.
Include these details
1. What you were trying to do
2. Where you were in Concourse
3. What happened
4. What you expected
5. A screenshot, if easy to capture
Simple request template
| What to include | Description |
|---|---|
| I was trying to | ________________________________________ |
| I was on | ________________________________________ |
| What happened | ________________________________________ |
| Screenshot | Attached / Not attached |
Send to productfeedback@cogencyglobal.com.
Thank you for helping us improve Concourse®