Attached Documents Format

Forum|Forum|2 years ago
May 28, 2024
3 replies
194 views

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

Other Integrations

Best answer by JohnSantos

@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.

JohnSantos

Answer

Guru

@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.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

D

DonnaM

Author

Newcomer

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

N

nathaly.monge

Docusign Employee

Hello @DonnaM ,

If you found the provided 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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