# 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
[app.dvellum.com/app](https://app.dvellum.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](https://docs.sapiensandmachines.com/en/dvellum/templates-and-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.