1. Core Sharing & Signing Scenarios
Core Sharing & Signing Overview
Document sharing and electronic signatures are fundamental capabilities of the Circularo platform, enabling secure collaboration, approval workflows, and legally binding document execution. This section provides comprehensive guidance on implementing these essential features in your integration.
Document Sharing Fundamentals
Document sharing in Circularo allows you to:
Grant specific access rights to documents for internal and external recipients
Request signatures, approvals, or reviews from recipients
Implement sequential or parallel signing workflows
Apply appropriate security measures based on document sensitivity
Sharing Scenarios
Circularo supports a wide range of sharing scenarios to meet diverse business needs:
Internal Sharing: Share documents with users within your Circularo organization
External Sharing: Share documents with recipients who don't have Circularo accounts
Multiple Recipient Sharing: Share with several users simultaneously or sequentially
Combined Sign and Share: Apply your signature and request others' signatures in one step
Template-Based Sharing: Use signature templates for consistent field positioning
Security Considerations
Choose appropriate protection mechanisms based on document sensitivity
Implement stronger security (SMS verification, OAuth) for highly sensitive documents
Consider using sequential workflows for documents requiring approval hierarchies
Implement proper error handling for rejected or expired shares
When sharing sensitive documents with external recipients, always use appropriate protection mechanisms like password, email OTP, or SMS verification to ensure document security.
Getting Started
The scenarios in this section demonstrate the complete range of core sharing and signing capabilities:
Begin with basic internal sharing to understand the fundamental concepts
Explore external sharing with various protection mechanisms
Learn how to implement multi-party signing workflows
Discover how to sign documents and request signatures in a single operation
Master share management operations like cancellation
Implement signature templates for consistent signing experiences