Send from the browser
Upload a document, choose who signs, place their fields and send it, or start from a template; then follow it, remind and download.
Senders, admins and owners send documents from the workspace at dvellum.sapiensandmachines.com/app with + New. Each step is saved, so a draft can be finished later from Documents.
1. Upload
PDF, Word (.docx, .doc, .odt, .rtf) or pictures (JPG, PNG, and HEIC from iPhones), up to 10 files of 25 MB
each. Several files are joined into one document, in the order you chose. Every file is checked for viruses, and
Word files and pictures are turned into PDF. Password-protected PDFs can't be used: remove the password first.
Or choose a ready template under Start from a template.
2. People
Choose Only me, Me and others or Others, then for each person their name, email, whether they sign or get a copy, and their language. Tick Sign in order to send to one signer after another; otherwise everyone gets it at once. People you sent to before are suggested as you type (see Contacts).
3. Fields
The document is shown page by page. Click a field type (signature, initials, date signed, name, email, company, title, text, checkbox), then the place on the page, or drag it there. Drag to move, use the corner to resize, the arrow keys to nudge. Each signer has a colour; Fields for chooses whose fields you place. Every signer needs a signature field. Markers in the document become fields by themselves.
4. Review and send
Name the document, add a message, and choose the language, how many days signers have and the automatic reminders (for example every 3 days, until they sign). Send emails the first signers. If it's your turn to sign, for example with Only me, you go straight to your signing page.
After sending
The document's page shows each person's status and the full timeline. From there you can send a reminder, change the automatic reminders, resend an invitation, correct a signer's email, void the document, copy it as new, or save it as a template. When everyone has signed, download the signed PDF with its certificate.
Templates and contacts
- Templates: a document you send often, with roles ("Client", "Agent") and their fields. A role can always be the same person, for example you. Use asks who each role is this time and opens the review step. Templates are yours until you share them with the workspace.
- Contacts: everyone you send to is remembered with their language; you can add, edit and delete them.