This is a step-by-step guide on how to process requests and sign documents on your mobile device.
If someone sends you a document signature request in Circularo, you will find it in your Inbox. Click on the document to open its preview.
To sign (accept, approve, review...), delegate, or reject the document, click on the three dot symbol in the top right corner of your screen and a list of options will open.
Sign a document
If you want to sign the document, click on the three dot symbol in your preview and then choose Sign from your list of options.
You will be guided to fill in all the fields that are required. Some of the fields may be prefilled with your details already stored in Circularo (name, e-mail, etc.).
When you click on the signature field, your default signature will be added.
If you want to change it, tap on the field again and you will be given the option to draw or type a new signature.
After you have filled in all the fields and added your signature, click Finish and you are done.
Delegate a document
Just like on PC, you can delegate the document to someone else to sign it on your behalf.
Click on the three dot icon in the top right corner and select Delegate.
Then select who is going to receive the document request instead of you and optionally leave them a message.
Reject a document
You can also reject to sign the document from your mobile device. To do so, click on the three dot icon in the document preview and select the Reject option.
You will be given a chance to leave a comment for the sender before rejecting the document.
If you want to check whether the sender left a message for you, click on Comments in the bottom right corner.
You can, of course, reply or start a conversation by leaving a comment yourself. In your comments, use @ to mention another user and # to reference a different document.
Go to Detail if you want to access an overview of basic information about the document, including its name, time of creation, last activity, its author, status, and type.
You will also see all the labels this document has (if any) and be able to add or remove labels.
Under Activity, you will find the processing history of the document, similar to the Progress Timeline on desktop.