Review and Send
In the last step of the signing process, you have the option to review the document and its recipients before sending it out, and to set up a processing deadline, reminders, protection against unauthorized access, or leave a message for the recipient/s .
Message
Before sending out the document, you will be given the option to write a message for the recipients where you can sum up what’s going on, what you’ve already done, and what you want the next person to do.
Once the document is sent, the message will show up as a comment.
It will also show up in the email notification recipients receive.
Set processing deadline
You have the opportunity to set up a deadline for the document to be processed.
If a recipient doesn't sign the document before the expiration date, the document will expire and won’t be accessible to any of its recipients anymore.
You can choose the document's lifespan to range between 1 day and 6 months, or select a custom deadline date from the calendar.
Set protection
The Set protection button enables you to add an extra level of security to a document by setting protections to verify the recipient's identity. Circularo currently offers various different verification options.
- Password protection
- SMS protection
- Mail protection
- OAuth
Keep in mind that it is possible to only use one of the options and that all of them are only available for the identity verification of external (non-registered) recipients.
Password protection
Create a password which only you and the intended recipient know and agree on. The recipient will be asked to enter the password to access the document.
SMS protection
Availability: Enterprise
Enter the recipient's phone number. If the recipient is saved as your Contact, their number will be automatically pre-filled.
The recipient will receive a text message with a PIN code to unlock the document.
Mail protection
The recipients receive their PIN code via email. The code will be delivered to the same email address as the document.
OAuth Verification
Choose a third-party app such as Google, Microsoft, or LinkedIn, and ask the recipient to verify their identity through their account.
Please keep in mind that this doesnt work if the recipient uses a different email address for their 3rd party account from the one they use for Circularo
View protections
To see if the document was protected when shared and how, navigate to the Progress Timeline. If the document was protected when shared, it will show a little lock icon next to the event.
Hover over the icon to see which verification method was used.
Set reminders
Under the Set reminders button, you can schedule reminders to be automatically sent to anyone who has pending documents waiting for them to sign.
The day on which the reminders start, as well as the time interval between two reminders, can be customized.
Annotate on reject
Availability: Business and Enterprise
Annotation in the rejection step must be allowed by the document’s creator in the review step before sending out the document.
The recipient will have the option to reject the document with annotations on top of the usual reject option.