Context Menu
The Context Menu shows all actions you can perform with the currently selected document.
Not all of the actions listed below will always show in the menu, as some of them may not be available for your document.
The contextual menu will only be visible if there is more than one action available for you. If there is only one action possible, the system will display the action button directly instead of a dropdown.
Sign
Sign the document
Delegate
Forward the document to someone else
Reject
Reject to sign the document
Seal
Availability: Business and Enterprise
Add an invisible electronic certificate without any visual indicator. This secures the document and makes it verifiable even with no visible signatures present.
Sealed documents can still be signed later, but signed documents (or any documents already containing a certificate) cannot be sealed. It is also not possible to seal documents that are currently being processed.
Remind
You will see the Remind button next to documents that are currently being processed.
Use it to send a reminder to all remaining recipients or the person whose action is required next, depending on the signing order.
Learn more about reminders.
New request
Completed and Failed documents can be easily reused in a single step with the New Request button.
This enables you to send the same document with the same configuration of eSigning fields to a different recipient quickly without having to upload the document again or create a template first.
Audit Trail
Opens an audit trail of the document, which can then be printed and/or downloaded. The audit trail contains the Document name, Document ID, Status, QR Code, and a full history of edits and actions.
Share
Share a document internally or with external recipients. There are multiple different options for sharing.
Send by mail
Send the document to registered users or external recipients via email.
Send to Cloud
Send document directly to a cloud service of your choice.
Before you use this feature, make sure that you have connected Circularo to the application you are trying to send your document to.
3rd party application connections can be managed in Authorized Apps in your Preferences, where you can also choose which cloud services should be visible and which should be hidden in the list of options.
Attach file
Availability: Business and Enterprise
Attach a file (image, another document, anything you want) to the document you’re sharing.
PLEASE NOTE: Currently, only internal Circularo Business / Enterprise users can see attached files. When sending a document to an external recipient or a Circularo Pro user, they will receive it without the attachments.
In the near future, we are planning to extend the ability to view attachments to all users based on individual settings - stay tuned.
Email attachment
Circularo also offers the option to add and view your email conversation as an attachment to a document (.eml and .msg formats). After attaching an email message, you will see it in preview next to the document under Attachments.
After clicking on the email attachment, a new window will open with the email preview.
Link
Availability: Business and Enterprise
In Circularo, you have the option to link related documents to each other. Linked documents will show up in document preview in the Detail tab.
Add a link
- select a document
- Select the Link action
- select documents which should be linked together and click on the Link icon
- Finish linking
Remove a link
- click on the document you want to remove a link from
- in the detail view under Links, remove the link by clicking on the Unlink cross
Add to Starred
Same as adding a Star to the document. You will be able to find all the documents with a star in the Starred section.
Print the document directly from the app.
Download
Unsigned documents
There are two different options for downloading documents which have not had any action taken on them (Created status).
Download downloads the document in its original format (image format, MS Office format etc.)
This option is only available for documents which weren’t in a PDF format originally.
Download as PDF downloads the document in a PDF format regardless of its original format. For this type of download, you can also set up PDF protection.
Other documents
Documents that have been used in any way and have any status other than Created (regardless of whether they’re completed or in progress) can be downloaded in a .pdf format together with their audit trails.
You will be asked whether you want to download the document, its audit trail, or both, and whether you would like to combine them into one file.
Merged document download
Availability: Business and Enterprise
In more advanced Circularo versions, it is possible to merge documents and then download them together or separately.
There are a couple of different options for downloading merged documents:
- All - You can download all files within the merged document and the audit trail together in a .zip file
- Choosing which partial documents you want to download separately
- Combine all PDFs into one file - download the merged document as one PDF file
Create copy
Create a copy of the document which will be then stored in your Folders.
Edit details
Change Document validity, its Destination folder, or add Labels.
Move to folder…
Move the document to a different folder.
Rename
Give your document a new name. The previous name of a renamed document will show in the document’s history.
Delete
Deleted documents and folders are moved to Trash, from where you can Restore them or Delete them forever.