Embedded spreadsheets

Question

We use embedded spreadsheets within the appendices to our legal agreements.  When issuing the document in docusign, the embedded spreadsheet cannot be opened and viewed by the recipient. Is there a way in which you can allow the recipient to open but not change embedded spreadsheets?

Michael.Rave · Accepted Answer

@SarahAWhen uploading a file to DocuSign eSignature it gets converted to PDF and embedded items are removed. This applies to embedded spreadsheets, macros, etc.You need to upload the embedded items separately to DocuSign as additional documents to the envelope. You may want to set them as Supplemental Documentsand enforce a certain recipient interaction with them. Files can never be changed by recipients.

Christopher.Alpizar · Answer

Hi @SarahA,I hope you are doing well.I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

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