Circularo Help

Document Tracking

Circularo makes it super easy for users to keep track of all their documents and their statuses in the signing process. 

Apart from a clear general overview, there are many practical features that can help you with document tracking, such as setting their Validity, Deadlines for completion, or sending Reminders to users who need to take an action.

Status Overview

Progress Timeline

Document Status

Deadlines and Validity

Manage and Organize

CSV Export

  • Getting Started
    • Setting up your profile
    • Navigating around
    • Signing documents
    • Tracking progress
    • Sharing documents
    • Manage and organize
  • User Guide
    • Home Page
      • Action Menu
      • eSigning shortcuts
      • Overview
      • Recent activity
      • Notifications
      • Account preferences
    • Create a document
    • eSigning
      • Select recipients
      • Select signature fields
      • Review and send
      • Annotations
    • Document management
      • Folders and subfolders
      • Shared Folders
      • Document preview
      • Document properties
      • Labels
      • Context Menu
    • Tracking document progress
      • Status overview
      • Document status
      • Progress timeline
      • Audit trail
      • Deadlines and validity
      • CSV export
    • Document security
    • Searching and filtering
    • Sharing and collaboration
      • Share a document
      • Revoke sharing
      • Manage sharing
      • Send by mail
      • Mentions
    • Contacts
    • Preferences
      • Account
      • Security
      • Signatures and Initials
      • Stamps
      • Notifications
      • Authorized apps
    • Templates
      • Types of templates
      • Creating templates
      • Using templates
      • Managing templates
      • Sharing templates
    • Registration and login
      • Register using your Microsoft or Google account
    • User Administration
      • Members
      • Teams
      • Settings
      • Plan
      • Audit logs
  • External Recipient Guide
    • Sign a document
    • Sign on mobile
    • Reject to sign
    • Delegate to someone else
    • Accessing signed documents
    • FAQ
  • Mobile Guide
    • General overview
    • Processing and signing documents
    • Adding documents
  • Add-ons and Integrations
    • Google add-on
    • MS Outlook add-in
    • MS Word add-in
    • Wacom add-on - drivers
    • Scanner add-on - drivers
  • Video Tutorials
    • Signing documents electronically
    • Organizing and sharing documents
    • Working with digital stamps, signatures and other fields
  • Q&A
  • Contact us
  • Developer Guides
  • Terms
  • Privacy
Circularo.com
  • Developer Guides
  • Terms
  • Privacy
Circularo.com