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Organizing documents

These short videos will show you document management capabilities Circularo offers on top of eSigning. We explain some of the most useful tools, where to find them, and how to use them.

Organizing documents in folders

This video explains how to make use of folders and folder structures, as well as starring documents and deleting them to keep yourself and your work organized.

https://www.youtube.com/watch?v=jNshH7tWk8Y&t=89s

Labels, filters, and advanced search

Apart from folders, Circularo gives you many other tools to help you store your documents and organize them neatly. In this video, we explain how Labels work in Circularo, and how to create a custom filter using Advanced search.

https://www.youtube.com/watch?v=_2oVNi9RAis

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