Getting started with dVellum
What dVellum does, how to open your company's workspace, and its email, branding and language settings.
dVellum sends documents for electronic signature. Signers need no account: they get a personal link by email, agree to sign electronically, fill in their fields and sign. When everyone has signed, dVellum seals the PDF with a digital seal and a trusted timestamp and adds a certificate of completion with the full history.
You can send documents from your browser, from EspoCRM, or from your own software through the API.
Your workspace
Each S+M company has its own dVellum workspace: its documents, templates, contacts, settings and API keys are kept apart from everyone else's.
- Go to dvellum.sapiensandmachines.com/app and choose Sign in with S+M. It's the same account as my.sapiensandmachines.com.
- Pick your company and create its workspace (name and signer language).
- Choose a plan. The Basic plan is free and needs no card. Owners and billing contacts of the company can choose or change it; billing lives in your S+M account.
- Invite the people who work with you from your S+M account. In the workspace each person has a role: Owner, Admin (settings, API keys, webhooks, people), Sender (sends and follows documents) or Viewer (sees and downloads them).
Email sending
dVellum sends the invitations, reminders and signed copies for you: they come from
notify@dvellum.sapiensandmachines.com as "Your company via dVellum", and when a signer replies, the reply goes to the
person who sent the document. For documents sent by your CRM or the API, set the address that gets replies in
Settings → Workspace → Email.
Tip
Want invitations to come from your own address, for example contracts@example.com? S+M can set your workspace to
send through your own email server (SMTP). Ask us; setting this up yourself in Settings is on the way.
Branding, language and signing options
In Settings → Workspace:
- Logo: PNG (a transparent background works best) or JPG, up to 2 MB, shown in emails and on the signing pages. You can hide the workspace name next to the logo if the logo already includes it.
- Language for signers: English or Spanish, for the signing pages and every email signers receive. Each document, and each signer, can still use another language.
- Signing options: how many days signers have, automatic reminders, and whether signers must confirm a code sent to their email before they open a document.
Next steps
- Send from the browser: upload, choose who signs, place fields and send.
- Templates and markers: documents you send often, ready in seconds.
- The EspoCRM app: send for signature from your CRM.
- What signers see.