Is there any functionality within DocuSign E-Signature to provide a link or attachment to a file type (specifically .xlsx) other than a PDF? I don’t need a signature put into the .xlsx, but I want that file to be able to be referenced in its original format without it being converted to a PDF. Does anyone know how I can go about this?
If the file can be on a link available on the cloud you can add it to a document in DocuSign as a document custom field. You can follow this instructions here. How do I create a hyperlink in a Docusign document? Ignore the comment about Supplemental documents and follow the instructions to Create a hyperlink custom field using #HREF Text field.
Hi John,
I actually need it to be a link to a unique location each time depending on what is being requested.
It honestly doesn’t even need to be a link, but I need copy/paste-able text that can direct a user to the local drive to find the file. I’m not sure how to go about this.
How many different requesting options are there? Could you explore a dropdown with all your options and the #HREF Text field using a condition that will present on the document the selected option from the dropdown? Can you show an example of what you mean?
Hi
I hope you are doing well.
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Christopher | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
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