Sidebar menu

Just like in Circularo for PC, the mobile app has its own version of the Action Menu. It can be accessed by clicking on the three lines symbol at the top left of your screen.

This menu is different from the Action Menu on PC and contains different items and sections tailored for mobile use.

Home

Takes you back to your mobile Home Page.

Documents

In this section you will see all the documents available to you, along with the date they were created and their status.

Waiting for others

Opens a list of documents that you own or have been shared with you, and are waiting to be processed by someone else than yourself.

The Waiting for others category can also be accessed directly from your Home Page.

Inbox

Your Inbox contains all documents requiring your attention. It can also be accessed directly from your Home Page.

Completed

Here you will find all documents that have been signed by all parties and don't require any further action.

Failed

In this section, you can see all documents that haven't been successfully signed. This could be either because at least one of the recipients rejected to sign (Rejected status), or because the processing deadline had not been met (Expired status).

My Folders

Here you can access all your private (personal ) Folders.

Shared Folders

Availability: Business and Enterprise

Here you can access all organization-level Shared Folders.

Starred

A list of all favorite documents you have marked with a star.

Recent

Displays all documents that have been used or added recently.

Shared

Displays all documents you have shared with someone else (another Circularo user or an external recipient) through either a signature request or the Share feature.

Shared with me

Here you will find all documents that have been shared with you either by a signature request or through a Share feature.

Trash

Contains all deleted documents, which you can either Delete forever or Restore.

Contacts

See all your contacts (all recipients of your documents), saved contacts and members of your team. Admins can also see all the teams of their organization in their Contacts.

Preferences

Here you can access your mobile settings and also create your default signature and initials.

These are simplified settings. If you need to make any significant changes or adjustments to your overall Circularo experience, please go to your Preferences on desktop.

Account

Update your personal details (Name, Phone, Company, Job Title, etc.), profile picture, preferences such as default language or timezone, and see how much storage you are using.

Security

Here you can change your password, set Multi-factor authentication, and also set a delegation of your documents to another user.

Signatures

Create and save your default signature and initials.

You will see the following tabs:

• Saved - Displays your current default signature.

• Draw - Use your finger or a stylus to draw your signature. Select a preferred color.

• Type - Type your name and select a signature font, size, and color you like.

• Upload - Select a file from your phone gallery or capture with your camera

Default initials can be created in the exact same way as signatures.

Stamps

Manage your existing Stamps or upload, capture, or design new Stamps.