Share documents with others

To share a document with another party (for viewing or editing, not for signing), click on the Share button that can be accessed from the document overview or the particular document’s preview.

More about sharing can be found in this chapter.

Share dialog

You can share documents with either another Circularo user or an external recipient by typing in their email address. Set the access rights (Can view/Can edit) for everyone.

External recipients cannot edit documents.

Circularo users will see the shared document in their application.

External recipients will receive an email invitation containing a link to access the document. You can optionally leave them a message that would be included in the email as well.

Share via public link

Another way to share a document is by creating a public link using the Create a link button. Everyone who has a valid link will be able to view the document.

You can easily Copy link and send it to anyone. Public links can be canceled at any time.

Send by mail

Send any document stored in the system via email in the form of a PDF file using the Send by mail button from the contextual action menu.