Integrating Docusign with Excel

Hi @AmirShahzad,

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? 

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,   

Alejandro R. | DocuSign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

Hi,

Following this thread we have few or even more Excel subsheets. How Docusign supports it in terms of visibility of the subseets in final signed PDF ?

Hello ​@Boguslaw 

When an Excel file with multiple tabs is uploaded to Docusign, all worksheets are converted into a single, unified PDF file. It is not possible to retain the original Excel format or hide specific tabs within the final signed PDF. 

Once uploaded, Docusign treats the Excel data as a flattened, static document. The final PDF will include every worksheet from the original Excel file, and all pages are visible to any recipient who has access to that document. 

What your recipients will see

• All worksheets as a single PDF: Docusign flattens all Excel tabs into a continuous PDF. A 10-tab spreadsheet becomes a 10-page (or more) PDF.
• No tab or page-level visibility controls: The "Document Visibility" feature in DocuSign only works at the document level, not the page level. This means that if you need to hide certain Excel tabs from recipients, you must prepare a separate PDF containing only the information they are allowed to see.
• Potential formatting issues: Without proper preparation in Excel, the final PDF may have poor formatting, margins, and page breaks. 

How to control visibility and formatting

To ensure your final signed PDF only shows the intended information, you must convert the Excel file to a PDF outside of Docusign first.

1. Format your Excel file: In Excel, use the "Print" settings to select and format only the specific sheets you want to be visible. Adjust the print area and margins to ensure the content is correctly formatted for the final PDF.
2. Save as a PDF: Use Excel's "Save As" function to convert your formatted file to a PDF. This ensures the output is exactly what you want before it reaches Docusign.

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

Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"

THank you for the response. These hints are really usefull to shape final PDF (especially before sign-off to view and print to PDF in best possible layout readable) but these are still workarounds.

I’ve been surprised that Docusign cannot craft digitally signed file without converting to PDF. The fact that it is PDF comes I suppose from globaly recognised PDF standard also indicated as best-in-use by auditors and legal. 

Excel signed file is not less secured though (!) and additionally assures full functionality of Excel including full  Excel-like visibility and readability and navigation thru it after it is signed. 

Please consider to add an option (!) in Docusign to sign Excel files; better - all MS Office or other files’ types -  for digital signature.

Conclusion : PDF files and Excel (or any other files) digitally signed have exactly same security features:

Authenticity, Integrity and Non-repudiation.

Hence why not to give users this option and let them decide which files’ types they would like to sign.

Boguslaw

Hi ​@Boguslaw — thanks for the suggestion!

We love hearing how Docusign could be even more useful. The best place to share this kind of idea is on our Ideas board: 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.

We appreciate your input and hope you’ll keep the ideas coming.

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"

Then submitted idea → Upload Excel and Download signed Excel | Community 

Hope everone to lobbying to get it implemented soon.

Hi ​@Boguslaw 
We appreciate your idea. In the meantime, is there any other assistance we can provide?

Sincerely,

Ma. Cassandra | Docusign Community Moderator

If this helped, feel free to Like👍and click "Best Answer"