Adding a document on mobile

You are able to upload existing digital documents to Circularo from your mobile device, as well as capture them in their paper form with your phone camera and digitalize them through Circularo. 

You are able to sign documents you have uploaded. It is, however, not currently possible to send them to other recipients on mobile. 

Upload

If you select the Upload option on your Home Page or click on the yellow + button, you will be able to upload a new document from your device.

Make sure you are uploading your document in a supported format

New document
New document

Your document will be uploaded into the Mobile Uploads folder. In the next step, you will be able to set the validity of your document, add labels, and add attachments.

Set document details
Set document details

To finish uploading, press CREATE.

If you want to upload a document and sign it straight away, use the Sign option on your Home Page instead.

Capture

By clicking Capture on your Home Page, you will be able to open your phone camera to take a picture of a document, upload it to Circularo, and sign it digitally later - either from mobile or from desktop. 

Capture a document

Take a picture of your document. 

Upload captured document

It will be uploaded in a picture (.jpg) format into your Mobile Uploads folder. You will be able to rename it, set its validity, add labels, and add attachments. 

If your smartphone has a built-in scanner, you will be able to make your captured document look similar to this:

Scanned document

Otherwise, the original picture will upload. 

Picture of a document

You will be able to sign the document in both of these instances. You can find your captured document in your Inbox or its destination folder. The .jpg format will be converted to a .pdf upon adding a signature. 

If you want to capture a document and sign it straight away, use the Sign option instead.

Sign

You are able to add your own signature to any document you upload to Circularo on mobile. If the document isn't in a .pdf format originally, it will be automatically converted. 

To sign a document you have uploaded, open its preview, click the three dot icon in the top right corner of your screen, and choose the sign option.

You can also upload/capture and sign in one session using the SIGN option on your Home Page.

Press the three dots icon to access your options
Options

Most input fields that are available on PC are also available on mobile.

Add input fields

By clicking on a field, you will place it onto the document. 

Resize and reposition your fields on the document

You can adjust the size and the position of each field.
Once you have added and filled in all the necessary fields, click FINISH