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Docusign send excel as attachment

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With DocuSign it is possible to attach excels during signing, but during the process it transforms the excel into a document, is there a configuration that keeps the excel as an excel attachment?

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Melanie.PanguitoAnswer

Docusign Employee

Hi @tmccarthy,

After carefully reviewing, we confirmed the functionality you are looking for is currently unavailable. However, we understand the potential benefits of this feature and would like to encourage you to share more about how it would enhance your experience with our product.

We invite you to share your product ideas and feature requests on our dedicated ideas page 👉Submit a feature request.

That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members. There is an existing idea related to this functionality that you may wish to support with your vote 👉 Upload Excel and Download signed Excel

Sincerely,

Melanie | Docusign Community Moderator

N

nathaly.monge

Docusign Employee

Hello @4a246d1f-a5be-4227-9551-c863af ,

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

Unfortunately all attached items (through the attachment field) are converted to a PDF and must be under 25 MB in size. The only way they can possibly remain in the same format is, having the sender add it as a document during the sending process and not requesting them as attachments during the the signing process nor a signature or field that can alter the document.
In the case you go through that route you would need to download the document as a separate file instead of combined: Add Attachments to a Document to Provide Supporting Information

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!

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nathaly.monge

Docusign Employee

Hello @4a246d1f-a5be-4227-9551-c863af ,

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!

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tmccarthy

Newcomer

Hello @4a246d1f-a5be-4227-9551-c863af ,

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

Unfortunately all attached items (through the attachment field) are converted to a PDF and must be under 25 MB in size. The only way they can possibly remain in the same format is, having the sender add it as a document during the sending process and not requesting them as attachments during the the signing process nor a signature or field that can alter the document.
In the case you go through that route you would need to download the document as a separate file instead of combined: Add Attachments to a Document to Provide Supporting Information

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!

Can you give more detail on how to implement this? I need to add an Xlsx file to an envelope, without it being converted to .pdf

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M

Melanie.Panguito

Answer

Docusign Employee

Hi @tmccarthy,

After carefully reviewing, we confirmed the functionality you are looking for is currently unavailable. However, we understand the potential benefits of this feature and would like to encourage you to share more about how it would enhance your experience with our product.

We invite you to share your product ideas and feature requests on our dedicated ideas page 👉Submit a feature request.

That’s where ideas from Docusign users like you can submit ideas to improve Docusign’s features, and where you can also vote on ideas from other members. There is an existing idea related to this functionality that you may wish to support with your vote 👉 Upload Excel and Download signed Excel

Sincerely,

Melanie | Docusign Community Moderator

Translate

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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.