Adding Formulas to documents

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Hi, we are looking to adopt DocuSign in our finance teams but many of the documents that we currently use are in Excel with pre-populated formulas. We can see that there is a formula button but can't work out how to add a formula. I'd really appreciate some advice from someone who has experience of this, please? Many thanks in advance

eSignature

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Community ExpertAnswer

Docusign Employee

Hi, Welcome to the DocuSign Support Community!

Here's a link to the guide for(https://support.docusign.com/guides/ndse-user-guide-calculated-fields) Calculated Fields . You can see if that's going to be robust enough for you your needs or not. You may be interested in DocuSign Signature Appliance. For more information:

(https://support.docusign.com/en/videos/Signing-Excel-with-the-DocuSign-Signature-Appliance) Signing Excel with the DocuSign Signature Appliance (video)
(https://www.docusign.com/products/signature-appliance) DocuSign Signature Appliance Free Trial

DonnaCommunity Moderator

C

Community Expert

Answer

Docusign Employee

Hi, Welcome to the DocuSign Support Community!

Here's a link to the guide for(https://support.docusign.com/guides/ndse-user-guide-calculated-fields) Calculated Fields . You can see if that's going to be robust enough for you your needs or not. You may be interested in DocuSign Signature Appliance. For more information:

(https://support.docusign.com/en/videos/Signing-Excel-with-the-DocuSign-Signature-Appliance) Signing Excel with the DocuSign Signature Appliance (video)
(https://www.docusign.com/products/signature-appliance) DocuSign Signature Appliance Free Trial

DonnaCommunity Moderator

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.