Scenarios
Circularo API Scenarios
Welcome to the Circularo API Scenarios. This comprehensive documentation provides detailed scenarios and examples to help you integrate your systems with Circularo's powerful document management and electronic signature platform.
Each scenario provides step-by-step guidance with complete code examples, making it easy to understand how to implement specific features in your own applications.
Core Platform Capabilities
Circularo provides a comprehensive set of capabilities for document management and electronic signatures:
Secure Authentication: Multiple authentication methods for different integration patterns
Document Management: Create, store, organize, and process documents throughout their lifecycle
Electronic Signatures: Legally binding digital signatures with various security levels
Collaboration Workflows: Share documents and collect signatures from internal and external users
User Management: Create and manage user accounts and permissions
System Monitoring: Track activities, generate reports, and receive real-time notifications
Guide Organization
This guide is organized into five main sections, each focusing on a specific aspect of the Circularo platform:
1. Authentication & Security: Methods for authenticating with the Circularo API
2. Document Management: Working with documents and folders
3. Sharing & Collaboration: Sharing documents and collecting signatures
4. User Management: Creating and managing user accounts
5. System Data & Automation: Monitoring, reporting, and automation capabilities
Getting Started
To get started with your integration:
1. Begin with the Authentication section to understand how to authenticate with the API
2. Explore the Document Management section to learn how to work with documents
3. Implement Sharing & Collaboration features to enable document signing workflows
4. Add User Management capabilities if you need to create and manage users
5. Integrate System Data & Automation features for monitoring and reporting
Each section contains multiple scenarios that build upon each other. It's recommended to follow them in sequence within each section.
Section Overview
1. Authentication & Security
This section covers different methods for authenticating with the Circularo API:
Session-based authentication for interactive applications
API tokens for server-to-server integrations
Multi-factor authentication for enhanced security
Token management and security best practices
2. Document Management
This section demonstrates how to work with documents and folders:
Creating documents from uploaded files
Organizing documents in folder structures
Searching and retrieving documents
Applying electronic signatures and seals
Using document templates for efficient creation
3. Sharing & Collaboration Workflows
This section shows how to implement document sharing and signature workflows:
Sharing documents with internal and external recipients
Implementing various security mechanisms for external sharing
Creating multi-party signing workflows
Monitoring document signing status
Managing active shares and implementing reminders
4. User Management
This section covers user account management:
Creating new user accounts
Retrieving and searching for users
Managing user profiles and settings
Suspending and deleting user accounts
5. System Data & Automation
This section demonstrates monitoring, reporting, and automation capabilities:
Working with audit logs for security and compliance
Generating analytics and transaction reports
Implementing webhooks for real-time notifications
Creating automated workflows based on document events
These scenarios use example credentials and URLs. In your implementation, replace them with your actual Circularo credentials and environment URLs.