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Need a solution to my problem


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I have a DocuSign and need to attach add a excel document to it.  It will not open up and attach to the DocuSign.  Ned help please 

2 replies

leah.breen
Community Admin
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  • Community Admin
  • 24 replies
  • April 2, 2025
melones wrote:

I have a DocuSign and need to attach add a excel document to it.  It will not open up and attach to the DocuSign.  Ned help please 

Thanks so much for posting in the Community! Could you give some more details about the issue you’re experiencing so we can give you relevant guidance? 


JohnSantos
Valued Contributor
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  • 978 replies
  • April 3, 2025

@melones 

You can definitely upload Excel files to DocuSign, but just a heads-up:

When you upload an Excel file to DocuSign, it gets converted to a PDF format.
That means:

  • You won't be able to edit or interact with it like a normal Excel spreadsheet (no formulas, filters, or multiple tabs).

  • What you see is a static, flat version of the Excel file—basically like a printed version.