Can DocuSign link to Excel?

Question

I have not used DocuSign before but have been asked to find out whether DocuSign can do the following: From a template form, create a new form outlining a particular job to be emailed to a client for their electronic signature and return. Ok so far. But then they would like the form to be linked to an excel spreadsheet so that either the information that goes on the form in the first place can be pulled from Excel - or vica versa - with information from the completed/signed form then going back into an Excel spreadsheet. I hope this makes sense. Thank for any guidance!

Community Expert · Accepted Answer

Because DocuSign is about signature gathering and archiving, the documents themselves are always locked into the PDF format when completed. Thus it can't link to an excel list as an automatic output when the envelope is complete.

However you can set up that transfer yourself either manually of through the API. The (https://support.docusign.com/guides/ndse-user-guide-download-form-data) Form Data of an envelope contains all the information that resided in the DocuSign fields of that envelope. It can further be downloaded into a CSV and from there easily transferred to your Excel file. Additionally you can pull the Form Data via an API call once you know the Envelope ID.

Hope this helps.

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