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Docusign is changing document during upload to template

  • September 5, 2024
  • 3 replies
  • 611 views

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I have used the classic version of templates in the past, and would like to continue.

This is the first time I have uploaded a  Word document into templates and Docusign has changed the document during upload by changing my top and bottom margins. Now I have dangling signature fields instead of being grouped on one page as in previous design.

How do I get Docusign to stop changing my document?

Also, is there a way to set my preferred font once to be used on all documents?

Best answer by nathaly.monge

Hello @cbvp ,

Welcome to the Docusign Community and thank you for posting your concerns!

Can you provide an image of the changes being made on the document?

Can you try converting the document into a PDF prior to uploading?

Regarding the font style, unfortunately, there isn’t a way to set a default unless it is on a template, but the account itself does not have an option to do so.

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

3 replies

Forum|alt.badge.img+17
  • Community Moderator
  • Answer
  • September 6, 2024

Hello @cbvp ,

Welcome to the Docusign Community and thank you for posting your concerns!

Can you provide an image of the changes being made on the document?

Can you try converting the document into a PDF prior to uploading?

Regarding the font style, unfortunately, there isn’t a way to set a default unless it is on a template, but the account itself does not have an option to do so.

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


Forum|alt.badge.img+2
  • Author
  • New Voice
  • September 6, 2024

Thank you, converting to PDF worked.

Thank you for the font information.


Forum|alt.badge.img+17
  • Community Moderator
  • September 9, 2024

Hello @cbvp ,

Thank you for reaching back.

I’m glad to hear that it worked. I hope you have a great day and please let us know if you need further assistance.

If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
 


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!