In with the new – but the old isn’t going anywhere, unless it’s a bug. It’s time to add features, fix issues, tweak functionalities, and improve the overall Circularo user experience once again.
The first 2023 update brings more rights for organization administrators, enhanced security for shared documents, bulk sharing, automatic PDF form field recognition, and other major and minor improvements to the app.
Here are the main changes and additions in this release:
Automated PDF form field recognition
When you upload a PDF form that contains fillable fields (signature and other fields such as name, date of birth, etc.), fields will get automatically recognized and replaced with their Circularo equivalents.
This way you can quickly reuse any existing PDF forms and convert them into Circularo PDF templates that can be filled in and signed easily.
Even more secure document sharing
When signing documents with multiple parties, senders can now apply extra protective measures upon recipient selection, including:
- Disable or enable further document delegation to another user
- Disable or enable downloading or printing the document
- Disable or enable annotations upon rejecting the document
The default settings can be adjusted by the organization admin and later changed by users on individual recipient or group level.
This feature is crucial for privacy and security, protecting documents from their further unsupervised circulation and potential sensitive information leakage.
Improved document audit logs
Audit logs now have a built-in detailed search functionality to easily find any records that might be important. Organization admins can filter records by document title or creator, among other filter options.
Template bulk sharing
Saved templates can now be sent to a large number of users by importing a CSV file containing names of users that are required to sign the document.
Please note: Only single-role templates can currently be bulk shared.
Contact bulk import & export
Users are now able to bulk import contacts from a CSV file or export their existing list of contacts to CSV or JSON in one click.
Better compliance & more control for organization admins
We have added a few more rights to administrators to enhance security and compliance within the organization.
In organization settings, admins now have the authority to:
- Enforce 2-factor authentication among all users
- Enable password expiration and set the required password change frequency
- Disable email+password login option completely
- Enable and disable certain fields during the signing process
- Disable automatic document merge when uploading multiple documents
Improved verification page
Our in-house online verification tool can now verify the validity and authenticity of digital signatures in any document – even if the document isn’t present or wasn’t signed in our system.
Easier manipulation with fields
It is now possible to select, copy, resize, and move around multiple fields with your mouse, making the preparation of complex eSigning PDF forms and templates so much more convenient.
Better field settings & new fonts
The toolbar with text field settings has been moved from the top of the page to the side for better visibility.
We have also added the option to choose from several different fonts to use for signing and other fields, and even more fonts will become available in the next release.
DISCLAIMER: Please note that the availability of each feature depends on your subscription plan. If you are missing features you’re interested in or wish to upgrade your plan, don’t hesitate to contact our sales team.
Want to try these and many more amazing features Circularo offers?