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, 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.

This is what the recipient will receive in their email inbox:

Set processing deadline

You also have the opportunity to set up a deadline for the document to be completed. If a recipient does not sign the document in time, the document will expire and won’t be accessible to any of its recipients anymore. No actions can be executed on a document after its expiration date. 

You can choose the timespan for signatures to range between 1 day and 6 months, or select a particular desired deadline date from the calendar.

Set protection

Last but not least, you can 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 three 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 edition

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

Annotate on reject

Availability: Team and Enterprise edition

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