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Circularo for Sharepoint

Видавець: Circularo Europe

Seamlessly connect your SharePoint environment with Circularo to simplify document signing

Seamlessly connect your SharePoint environment with Circularo - a secure, enterprise-grade platform for digital document workflows and legally binding eSignatures. Upload, convert, and send documents to Circularo directly from your SharePoint libraries - no more downloads, manual conversions, or app switching.

🔒 Note: A valid Circularo license is required to use this add-in. Users can obtain access through their organization or start a 30-day free trial at www.circularo.com/pricing.

About Circularo

Circularo is a trusted digital transaction management platform designed to simplify eSigning, automate document workflows, and manage the entire document lifecycle at scale. Built for enterprises, government organizations, and financial institutions, Circularo ensures full compliance, end-to-end security, and high-volume document handling.

Circularo integrates with Microsoft 365, Outlook, SharePoint, Google Workspace, Dropbox, UAE PASS, Nafath, and other systems. The platform supports full-text search, version control, metadata management, workflow customization, and audit-ready document trails.

Trusted by major organizations including Dubai Digital, EMAAR, and Abu Dhabi Islamic Bank, Circularo delivers the flexibility and reliability required for modern digital operations.

Key Benefits

- Send documents from SharePoint to Circularo in just a few clicks

- Convert documents to PDF automatically when uploading or signing

- Start eSignature workflows directly from your SharePoint document library

- Maintain audit trails, version history, and full security settings in Circularo

Features

Send to Circularo – Upload any file from your SharePoint document library directly to Circularo. Choose to send it in its original format or convert it to PDF automatically. If signing is initiated later, Circularo will convert the file as needed.

Start Signing in Circularo – Launch a legally binding signing workflow without leaving SharePoint. The selected file is converted to PDF and transferred to Circularo for signature setup, where you can assign recipients, place fields, and configure deadlines or access permissions.

Components Included in this Package

List View Command Set - This extension adds a custom Circularo button to the command bar of your SharePoint document libraries and lists. It enables the Circularo extension in your side panel (upper right corner).

Installation & Access

This add-in is intended for enterprise use. If your SharePoint or Microsoft 365 administrator has deployed the add-in organization-wide, it's ready for immediate use. If not, users can install it manually or contact their IT team for assistance.

Getting Started

To activate this add-in, a valid Circularo license or subscription is required.

If you don’t have access, please contact your organization’s administrator or email the Circularo Sales team at sales@circularo.com.

New users can start with a 30-day free trial (no credit card required) at www.circularo.com/trial.

On first use, users will be prompted to log in with their Circularo account credentials.

Стислий огляд

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