Select Recipients

In Circularo, we distinguish between two types of recipients:

• Internal - Recipients who are registered Circularo users from within you organization

• External - Recipients who are not registered Circularo users

It is possible to send documents to both kinds of recipients, as you can see below.

External recipients you communicate with frequently can be saved as your Contacts.

Select actions

Apart from signing, there are three additional workflow actions you can assign to recipients who aren’t required to sign but might need to participate in the signing process in a different way.

Sign

Choose this option if you need the recipient to add their signature, initials, or stamp containing a verifiable electronic certificate.

Approve

Choose if you need a confirmation of the document’s correctness from the recipient. The document is sealed with an electronic certificate upon approval.

Accept

Choose if you need the recipient's consent with the terms or implications stated in the document. The document is sealed with an electronic certificate upon acceptance.

Review

Choose if you need proof that the recipient has received and read the document.

This option does not seal the document with an electronic certificate. It is designed solely to confirm and have on the record that the recipient has seen and reviewed the document.

Set the signing order

Circularo enables you to set the order in which the recipients have to sign the document. The document will be sent to the next person from the list once the previous recipient has finished signing it.

• Switch the “Signing Order” toggle to Yes.

• To change the order of recipients, use Drag and Drop or numbers.

You also have the option to send a document to multiple users at the same time while still managing a signing order (example order: 1, 2, 2, 3, 3, 3).

Group signing

This feature enables you to select a group of multiple recipients (internal or external) who will all receive the document at the same time without it affecting the signing order. You can then choose how many of them need to sign.

The group can be selected with the Add group button.

Switch the Does everyone have to sign? toggle to Yes if all recipients have to sign the document to continue or conclude the signing process. Switch the toggle to No if it is enough when one recipient from the selected group signs to proceed.

This feature is also available for all the other actions (Approve, Accept, Review)

Adjust permissions

You can add or remove certain permissions for each recipient or group by clicking on the setting icon next to the action selection.

The option to disable download and print is only available for external recipients.

Add viewers

If you need to send a read-only copy of the document to someone who is not actively participating in the signing process, add them through the Add viewers button.

You can also do it at a later point in time by using the Share feature.