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Circularo
by Circularo
by Circularo
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
We help make selecting a software for your business effortless, economical and efficient.
by Circularo
by Circularo
Profile Information Last updated on: 1 July 2024
Profile Information Last updated on: 1 July 2024
The implementation process for Circularo software is designed to be seamless and efficient, ensuring that organizations can quickly transition to a digital workflow. The process typically begins with an initial consultation to understand the specific needs and requirements of the organization. This is followed by a detailed planning phase where the implementation strategy is outlined, including timelines, resource allocation, and key milestones. The actual deployment of the software involves configuring the platform to align with the organization's processes and integrating it with existing systems. This phase also includes data migration, if necessary, to ensure that all relevant documents and information are transferred to the new system.
Once the software is deployed, a thorough testing phase is conducted to identify and resolve any issues. This ensures that the platform operates smoothly and meets the organization's expectations. The final step in the implementation process is the training of end-users, which is crucial for maximizing the benefits of the software. Circularo provides comprehensive training sessions to ensure that all users are comfortable with the new system and can utilize its features effectively. The entire implementation process can vary in duration depending on the complexity of the organization's requirements, but it generally takes a few weeks to a couple of months to complete.
Circularo is highly customizable, allowing it to be tailored to fit the specific needs of different businesses. The platform supports a wide range of customization options, from simple adjustments to the user interface to more complex integrations with other business systems. For instance, Circularo can be integrated with existing document management systems, CRM platforms, and other enterprise applications to create a seamless workflow. This flexibility is particularly beneficial for organizations with unique processes or regulatory requirements, as it ensures that the software can adapt to their specific needs.
Moreover, Circularo offers out-of-the-box support for various hardware devices, such as Wacom signature pads, which enhances its usability in different business environments. The platform's multilingual capabilities and support for right-to-left (RTL) languages make it suitable for global organizations with diverse workforces. Additionally, Circularo's support for X.509 standard and PKCS #12 compatible PKI certificates ensures that it can meet stringent security and compliance requirements. These customization capabilities make Circularo a versatile solution that can be tailored to meet the specific needs of any organization.
When considering the implementation of Circularo, it is important to account for additional costs beyond the initial software purchase. These costs can include setup fees, which cover the initial configuration and deployment of the software. Depending on the complexity of the implementation, these fees can vary. Maintenance charges are another consideration, as they cover ongoing updates, bug fixes, and improvements to the software. These charges ensure that the platform remains up-to-date and continues to meet the evolving needs of the organization.
Support charges are also an important factor, as they provide access to technical assistance and customer support services. Circularo offers different levels of support, ranging from basic support to more comprehensive packages that include 24/7 assistance and dedicated account managers. Organizations may also incur costs related to training, especially if they require extensive training sessions for a large number of users. It is advisable for organizations to discuss these additional costs with Circularo during the initial consultation to get a clear understanding of the total investment required.
Circularo places a strong emphasis on training and support to ensure that new users can effectively utilize the platform. The company offers comprehensive training programs that cover all aspects of the software, from basic functionalities to advanced features. These training sessions can be conducted on-site or remotely, depending on the organization's preferences. Circularo also provides detailed user manuals and online resources, such as video tutorials and FAQs, to support self-paced learning.
In addition to training, Circularo offers robust support services to assist users with any issues they may encounter. The support team is available to provide technical assistance, troubleshoot problems, and offer guidance on best practices. Circularo's support services are designed to be responsive and efficient, ensuring that users can quickly resolve any issues and continue their work without significant disruptions. For organizations that require more personalized support, Circularo offers premium support packages that include dedicated account managers and priority access to technical assistance.
Security is a top priority for Circularo, and the platform incorporates multiple measures to protect data. Circularo supports the X.509 standard and PKCS #12 compatible PKI certificates, which provide robust encryption and authentication mechanisms. This ensures that all documents and communications are secure and can be verified for authenticity. The platform also includes advanced security features, such as role-based access control, which allows organizations to define and manage user permissions based on their roles and responsibilities.
Circularo is locally hosted in the EU, which provides additional security and compliance benefits. Hosting the platform within the EU ensures that it adheres to stringent data protection regulations, such as the General Data Protection Regulation (GDPR). This is particularly important for organizations that handle sensitive information and need to comply with regulatory requirements. Additionally, Circularo's intuitive and easy-to-use eSigning platform includes built-in security features, such as audit trails and tamper-evident seals, which enhance the integrity and trustworthiness of digital documents. These comprehensive security measures make Circularo a reliable and secure solution for managing digital documents and workflows.
Circularo releases updates periodically to ensure the platform remains secure, efficient, and aligned with the latest technological advancements. The frequency of these updates can vary, but they typically include both minor patches and major version upgrades. Minor updates often address bug fixes, security vulnerabilities, and minor feature enhancements, while major updates introduce significant new features, improvements, and sometimes changes to the user interface.
The update process is managed through a structured release cycle. Before any update is rolled out, it undergoes rigorous testing in a controlled environment to ensure stability and compatibility with existing systems. This includes automated testing, manual quality assurance checks, and sometimes beta testing with a select group of users. Once an update passes these tests, it is scheduled for deployment.
Deployment of updates is typically done during off-peak hours to minimize disruption to users. Circularo provides advance notice to its users about upcoming updates, including details on the expected downtime, if any, and the new features or fixes included in the update. Users are encouraged to review these notices to prepare for any changes that might affect their workflows.
After an update is deployed, Circularo monitors the system closely to quickly address any unforeseen issues that may arise. Users are also encouraged to provide feedback on the updates, which helps Circularo continuously improve its services. In case of critical issues, Circularo has a rollback plan to revert to the previous stable version while the issues are being resolved.
Circularo's policy on data ownership and portability is designed to empower users with control over their data while ensuring security and compliance. According to Circularo's terms, the client retains full ownership of their data. This means that all data uploaded, created, or managed within the Circularo platform remains the property of the client, and Circularo acts merely as a custodian of this data.
Data portability is a key feature of Circularo, allowing clients to extract and migrate their data to another platform if they choose to terminate their subscription. Clients are responsible for initiating the data extraction process before the termination of their account. Circularo provides tools and support to facilitate this process, ensuring that data can be exported in a machine-readable format that is compatible with other systems.
If clients require assistance with data extraction or migration, Circularo may offer support services, which could be subject to additional fees. This support ensures that clients can smoothly transition their data without significant downtime or data loss. Circularo emphasizes the importance of setting an effective date for account termination to ensure that all data is properly extracted before the account and associated data are purged.
Once an account is terminated, Circularo's policy is to delete all data associated with the account. This includes removing data from active systems and backups, ensuring that no residual data remains. Clients are advised to complete their data extraction and migration processes well before the termination date to avoid any loss of data.
Circularo offers flexible terms for scaling up or down to accommodate the changing needs of organizations. Clients can upgrade their subscription plan at any time to access additional features, increase user limits, or enhance their service capabilities. Upgrades are typically processed immediately, allowing clients to take advantage of new features and resources without delay.
Downgrading a subscription plan is also possible, but it takes effect at the beginning of the next subscription period. This policy ensures that clients can fully utilize the features and resources they have paid for until the end of their current subscription term. Clients are encouraged to review their usage and needs periodically to determine the most appropriate plan for their organization.
Circularo's pricing model includes transaction-based pricing, which is particularly beneficial for organizations with fluctuating usage patterns. This model allows clients to pay per transaction rather than a fixed fee, providing cost savings for those who use the platform infrequently. Clients can monitor their transaction usage through the Circularo dashboard and purchase additional transactions as needed.
In addition to transaction-based pricing, Circularo offers various add-ons and customizations that can be scaled according to organizational needs. These include custom email identities, design customizations, and integrations with third-party systems. Clients can add or remove these features as their requirements evolve, ensuring that they only pay for what they need.
Circularo's terms and conditions for contract renewal and cancellation are designed to provide flexibility and clarity for clients. The subscription period for Circularo services begins on the start date specified in the subscription confirmation and automatically renews unless the client opts out. Clients must notify Circularo at least 30 days before the end of the current subscription period if they wish to cancel the auto-renewal.
Clients can terminate their subscription at any time by notifying Circularo. Termination will be effective at the end of the current subscription period, or if there is no applicable subscription period, 30 days from the date of notification. This policy ensures that clients have ample time to manage their data and transition to another service if needed. It is important to note that termination does not affect the client's payment obligations for the current subscription period.
Circularo also reserves the right to terminate the subscription under certain conditions. If a client breaches the terms of service, including payment obligations, Circularo may suspend or terminate access to the service. In such cases, Circularo will provide notice to the client and allow a period for remedying the breach. If the breach is not remedied, termination will take effect after 14 days.
Upon termination or expiry of the subscription, the client's license to use Circularo services and content is immediately withdrawn. Clients must pay all outstanding amounts accrued up to the termination date. Circularo is not required to retain any client data after the subscription period ends, so clients are advised to retrieve their data before termination. Circularo will make commercially reasonable efforts to retain client data for 30 days after the end of the subscription period, after which it will be deleted from the system.
Circularo meets several compliance standards to ensure the security, privacy, and reliability of its services. One of the key standards Circularo adheres to is the X.509 standard, which is used for public key infrastructure (PKI) and digital certificates. This standard ensures that all digital signatures and encryption processes within Circularo are secure and verifiable.
Circularo also complies with the General Data Protection Regulation (GDPR), which is crucial for clients operating within the European Union. GDPR compliance ensures that Circularo handles personal data responsibly, providing transparency, data protection, and the right to data portability for users. Circularo's data processing activities are designed to meet the stringent requirements of GDPR, including obtaining explicit consent for data collection and processing.
In addition to GDPR, Circularo supports compliance with other regional and international data protection regulations. This includes the California Consumer Privacy Act (CCPA) for clients in the United States, which grants consumers rights over their personal data and imposes obligations on businesses to protect that data. Circularo's platform is designed to facilitate compliance with these regulations by providing tools for data access, deletion, and portability.
Circularo's commitment to security is further demonstrated by its adherence to industry best practices for data protection and information security. This includes the use of advanced encryption methods, secure data storage, and regular security audits. Circularo also provides features such as two-factor authentication and role-based access controls to enhance the security of user accounts and data. These measures ensure that Circularo remains a trusted platform for managing sensitive documents and data.
By Circularo