In this chapter, we will go over the multiple different methods of adding documents into the Circularo app up until the point where they are ready for further use.
New Document window
This is where the document creation begins. The New Document window gives you the option to upload documents from your PC or from an online cloud service, create new documents from scratch using the built-in MS Office feature, or use previously created templates.
In Circularo Enterprise, there are additional options for creating new documents, such as predefined Circularo eDoc Templates or digitizing paper documents using Circularo built-in browser-based web scanning capabilities.
For getting documents from your PC to Circularo, use the Upload option. Drag and Drop the files from your computer to Circularo or select them via the click to browse button. Both methods can be used to upload one or multiple documents at once.
These are the supported formats for upload:
- Portable Document Format (.pdf)
- Microsoft Word (.doc and .docx)
- Microsoft Excel (.xls and .xlsx)
- Microsoft PowerPoint (.ppt and .pptx)
- WordPerfect (.wp) Text (.txt)
- Rich Text (.rtf)
- Graphics (.tif, .jpg, .jpeg, .gif, .bmp, and .png)
- Web (.htm or .html)
Once the document is uploaded, you will be able to set its Document validity, choose its Destination folder, and add Labels.
If you want to get really organized, you can upload files directly to folders. To do so, go to the Folders section in the Action menu and simply drag and drop your document to its destination folder in Circularo.
Multi-document upload and merge
Availability: Team and Enterprise edition
Circularo offers the option to merge multiple documents into one and sign them all in one step. After uploading and signing a merged document, you will be able to download it, either as one file or in parts (the original documents, now signed).
- Go to New Document
- In the Upload tab add all the documents you want to merge
- Set the “Merge files to single document” toggle to Yes and continue by clicking Next.
When uploading multiple documents, the toggle will be set to Yes by default. Switching it to No will lead to uploading multiple singular documents with the same properties (see Set Document Details). These cannot be signed all at once.
Multi-document upload and merge option is also available for documents imported from cloud services.
You will then be asked to set the document’s details, just like when uploading a regular document. When done, select Upload if you’re done with it, or Sign if you want to sign it immediately.
After clicking Sign, you will be directed to the page where you choose one of the main signing options. You can continue signing as you know it from there.
Import from cloud
Circularo enables users to import documents directly from their Cloud services. At the moment, Google Drive, One Drive, and Dropbox are supported. You can easily enable or disable these integrations in your Preferences in the Authorized Apps section.
To import a document from a cloud service, click on one of the icons in the bottom left corner of the New Document window based on which cloud service you are going to be using.
After you have successfully signed in, select the document(s) you would like to upload to Circularo.
Click on Upload and from then on, continue as if uploading documents from your PC.
Create MS Office document
Make new documents from scratch directly in Circularo for immediate use. You can create MS Word, Excel, or PowerPoint documents through Circularo in the Create MS Office document tab.
To be able to create or edit MS Office documents online, you need to have a valid MS Office 365 online subscription (business or school MS account).
If you aren’t logged into your account already, you will first need to log in to MS Office 365 online using an MS business or school account.
Please make sure to allow pop-ups and redirects in your browser so that everything can run smoothly.
If you want to create a new document based on an already created template, go to the Choose template tab where you can see all the templates you have previously saved.
In case you have many templates to browse through, use the search bar in the same window to find the one you are looking for by entering its name.
After picking a template, continue by clicking on the green Choose template button. On the next page, you can choose one out of these two options to continue:
- Use Template - Continue with the same document you used to create the template
- Upload File - Upload a new file and use the settings from the template only