2. Advanced Workflow & Automation
Advanced Workflow & Automation Overview
Beyond basic sharing and signing, Circularo offers powerful capabilities for automating document workflows, monitoring signing processes, and precisely controlling signature placement. This section explores these advanced features that enable sophisticated integration scenarios and streamlined document processes.
Workflow Monitoring & Automation
Circularo provides robust tools for tracking and automating document workflows:
Monitor document signing status in real-time using webhooks or polling
Automate follow-up actions based on document status changes
Configure automatic reminders for pending signatures
Send manual reminders to specific recipients when needed
Download completed documents programmatically for further processing
Signature Positioning & Control
Precise control over signature placement is essential for professional document workflows:
Position signature fields with exact coordinates for consistent placement
Use anchor tags to dynamically place signatures relative to document text
Create direct signing URLs for seamless integration into your applications
Key Advanced Concepts
Webhooks: Real-time notifications about document events sent to your callback URL
Automatic Reminders: Scheduled notifications to prompt recipients who haven't completed actions
Coordinate System: Normalized positioning system for precise signature field placement
Anchor Tags: Text-based references for dynamic signature positioning
Direct Signing URLs: Links that take users directly to the signing interface
Getting Started
The scenarios in this section demonstrate the complete range of advanced workflow and automation capabilities:
Begin with document status monitoring to understand how to track signing processes
Explore automatic and manual reminders to improve completion rates
Learn precise signature positioning techniques for professional document presentation
Discover anchor tag positioning for dynamic signature placement
Implement direct signing URLs for seamless integration into your applications