Attached Documents Format

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Does DocuSign automatically save an attachment as a pdf? I would like to save the excel document as an excel document.


Best answer by JohnSantos 28 May 2024, 22:37

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Userlevel 5
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@DonnaM - Anything that goes into DocuSign is converted to a PDF document. Your best option to preserve the Excel format is to save your Excel Document somewhere in the cloud, it could be either internal or external on the web and share it as a link on your DocuSign envelope.

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Thank you for taking the time to reply! I will pass this information along to my coworkers. All the best.


Userlevel 4
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Hello @DonnaM ,

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Nathaly | Docusign Community Moderator
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