Organization settings

This section in Administration contains settings that are applied throughout the entire organization. That includes default app settings for new members, as well as allowing or banning certain features, among others. 

Organization

Organization name

Select a name for your organization. This can be the official name of your company or institution, or something completely unofficial. Name can be changed anytime. 

URL

The URL to access your Circularo app. To customize it, please contact our sales team and talk about your options.

Region

These are regional settings applied to all new members of your organization. Each member can then change them to their liking in their Preferences.

Default system language affects the way users see their Circularo app.

Timezone, Date format, and Time format only affect the defaults used when signing documents and what is displayed in the Audit trail

Signing process & annotations

Here you will find organization-wide settings related to signing documents and annotations. Most of these settings can be adjusted or overwritten during the signing process itself, they just indicate the default setting. 

Embed link

In the Select signature fields step in the signing process, there is an option to insert a Document ID. This ID will turn into a link when the document is downloaded as a PDF if this toggle is on. 

Where should the embedded link redirect to?

Here you can choose whether the aforementioned link leads to the preview of the document online, or to the document verification page to verify its authenticity. 

Signing order

Signing order determins in which order will each recipient receive the document they are supposed to sign. 

On - By default, recipients will receive the document in predetermined order. After one recipient signs, the document goes to the recipient/s next in order. 

Off - By default, all recipients receive the document at the same time. 

This setting can be adjusted individually for each document in the recipient selection step

QR code redirects to

QR code can be added directly to documents during signature field selection or can be found in the Audit trail. In this setting, you choose where does it lead to when scanned.

Similar to the embedded link, the QR code can direct to either the document preview or the verification page.

Automatic reminders

Here you can schedule reminders to be automatically sent to anyone who has pending documents waiting for them to sign.

On - Automatic reminders are always sent to members of your organization.

You will be asked to pick the day of the first reminder as well as the interval between two reminders.

Off - Reminders are not being sent automatically by default. They can be turned on in the Review and send step of the signing process individually for each document. 

Allow drawing

Enable free-drawn annotations in document preview and during signing. 

Other

Inactive timeout

Set the amount of time after which an inactive user will be automatically logged out of their Circularo app. 

Enable MS Office Online

Allow document preview and editing in MS Office Online. 

MS Office Online subscription is needed for document editing to work.