In Circularo, we distinguish between two kinds of recipients:
- Internal - Recipients who are registered Circularo users from within your company or circle
- External - Recipients who are not registered on Circularo
It is possible to send documents to both kinds of recipients, as you can see below. External recipients you communicate with frequently can be saved in your Contacts.
Apart from signing, you can assign three additional workflow actions to recipients who aren’t required to sign but might need to participate in the signing process in a different way.
Choose this option if you need the recipient to add their signature, initials, or stamp containing a verifiable electronic certificate.
Choose if you need a confirmation of the document’s correctness from the recipient. The document is sealed with an electronic certificate upon approval.
Choose if you need the recipient's consent with the terms or implications stated in the document. The document is sealed with an electronic certificate upon acceptance.
Choose if you need proof that the recipient has received and read the document.
This option does not seal the document with an electronic certificate, it is designed solely to have a confirmation of the recipient having reviewed the document on the record.
Set the signing order
Circularo enables you to set the order in which the recipients have to sign the document. The document will be sent to the next person from the list once the previous recipient has finished signing it.
- Switch the “Signing Order” toggle to Yes.
- To change the recipient order, use Drag and Drop or numbers.
You also have the option to send a document to multiple users at the same time while still managing a signing order (example order: 1, 2, 2, 3, 3, 3).
This feature enables you to select a group of multiple recipients (internal or external) who will all receive the document at the same time without it affecting the signing order. You can then choose how many of them need to sign.
The group can be selected with the Add group button.
Switch the Does everyone have to sign? toggle to Yes if all recipients have to sign the document to continue or conclude the signing process. Switch the toggle to No if it is enough when one recipient from the selected group signs to proceed.
This feature is also available for all the other actions (Approve, Accept, Review)
You can add or remove certain permissions for each recipient or group by clicking on the setting icon next to the action selection.
The option to disable download and print is only available for external recipients.
If you need to send a read-only copy of the document to someone who is not actively participating in the signing process, add them through the Add viewers button.
You can also do it at a later point in time by using the Share feature.