MS Teams add-in

This page details how to install the Circularo add-in to your MS Teams.

This add-in requires you to have an online Microsoft account and be logged in to use it.

Installing the add-in

You can find the add-in under Apps in the navigation menu on the left hand side.

Simply search up Circularo, and choose the first option of the available apps.

Click Add or open the app and click Add inside.

You will be able to head straight to the add-in once it’s successfully added.

Using the add-in

Login

You have two options for login - your regular email address + password combination for your Circularo account, or using an access code, which is an API Key you can generate in your Preferences - here is how to generate the code.

We recommend using the access code, as it sets up all necessary details for you.

Upload or Sign in Circularo

There are two actions you can do in the add-in - upload a document to your Circularo account or send it directly for preparation for signatures.

You can upload a document from your device or Drag & Drop a file into the dropzone.

When you choose the Send to Circularo option, your document will be uploaded into your account, and you will stay in your open Teams and can continue your work there.

If you choose to Sign in Circularo, you will be automatically redirected to the login page of the application, or the homepage, if you are logged in, and you can prepare your document for signing.

Other functions

History

In the History tab you can see what you have used the add-in for, and whether your documents were uploaded or sent for signing.

Settings

Under Settings you can see your details, and set retention period of the history information.

We recommend keeping the Custom server setting as is, unless you are sure you know what to change the information to. If the details input are incorrect, the add-in will not be able to connect to your Circularo account.

Help

Under the Help tab you can access our Help Center or create a Support ticket, if you encounter any issues.