Training Videos
These videos follow the structure of the initial training we offer to new customers, so it is perfect for any new users and anyone who would like to refresh the basics of Circularo use.
Set Up Your Account
This video guides you through setting up your account when you start using Circularo. It shows each tab and what settings in contains, details how to create and save your signature to reuse across documents, and teaches how to set up delegation of new documents.
https://www.youtube.com/watch?v=bCpHnp03GWY
Upload document
In this video we show how to upload a new document to Circularo and what details you can set for the document.
These details can also be set for documents if you are uploading them to immediately prepare them for signing.
https://www.youtube.com/watch?v=reb5TCbmHA4
Prepare Document For Signing
This video details the entire process of preparing a document for signatures - yours or other people’s.
It will show you how to add recipients, add fields to the document, and the settings for the flow of the document.