Circularo Help

Getting Started

This is a guide for new Circularo users, designed to make your first steps in Circularo as easy as possible.

It will show you where to find everything to get you accustomed to the platform and how to perform basic tasks such as signing documents or tracking their progress. 

Navigating around

Signing Documents

Tracking Progress

Share Documents

Manage and Organize

Setting up your profile

  • 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