Hello ​@Katonks,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
 

You can certainly send an Excel file (.csv, .xls, .xlsm, .xlsx) to a recipient and add a Signature field for signing.  DocuSign supports numerous filetypes for sending and signing. 

However, upon signing, that document will be converted to a .PDF document.

You will, of course always have the original unsigned document in the filetype it originated in, but that document will be converted to PDF post-signature.

Supported File Formats
Docusign eSignature supports the following file types:

Note: Docusign does not support files with password security enabled. To send a file with password security, remove the security setting before uploading the file.
 

File Size Limitations for an Envelope

Along with the file format, there are file size and page count limitations for your file uploads.

For best performance, Docusign recommends restricting your file uploads to no more than 5 MB.

The 25-MB maximum file size limit is the maximum size of an individual file uploaded to an envelope.

For the completed PDF to be included with the completed email notification, the size cannot exceed 5 MB. If the completed documents are larger than 5 MB, the email provides a link to the documents on the Docusign system.

For future reference, you may check these relevant articles;
Supported File Formats
File Size Limitations for an Envelope

If you found the 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. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@Katonks,
 

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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

Hi Mia

Thank you for your response, i haven't been able to get around to trying the above solution yet, but i will try in the next day or so. i will be in touch eother way. 

Thank you 

Hi Mia, 

i understand that i can send excel files through DocuSign, but what i need to know if i can send a large excel work book with numerous tabs, so this would be readable once converted to pdf and once opened be readable and in sequence order of the tabs. or would i have to break down the work book and load the tabs individually which would be inconvenient and time consuming. Any suggestion would be appreciated. 

Kind regards 

Katonks

Hello ​@Katonks,

Upon checking on our resources, yes you can upload an excel workbook with tabs. Docusign will convert the workbook into a PDF where each tab is a separate page.
Please see this article Limitations When Creating or Signing an Envelope in Docusign for your reference.
 

File Size Limit

When creating or signing an envelope in Docusign, there are certain limitations to keep in mind. One limitation is the file size. Envelopes that exceed a certain size may encounter performance issues. Therefore, envelopes are restricted to a maximum of 130 unique documents. 

Each individual document in an envelope has a file size limit as well. To check the file size of your document, locate it on your computer, right-click, and select Properties. 

For best performance, Docusign recommends restricting your file uploads to no more than 5 MB.

For the completed PDF to be included with the completed email notification, the size cannot exceed 5MB. If the completed documents are larger than 5MB, the documents are not attached to the email; instead the email provides a link to the envelope in the Docusign web application.

Note: These file size limits apply to all web document sources and upload features, including uploading signer attachments while signing, and adding documents to an envelope from external sources such as Box, Dropbox, Google Drive, or OneDrive. 
 

Recipient Limit

There is a limit of 99 recipients per envelope, regardless of the recipient type. If you exceed this limit, an error will occur, and the envelope cannot be sent.
 

SMS Delivery Recipients

When using SMS Delivery, there are limitations to keep in mind. A maximum of five SMS recipients can be included per envelope.

Additionally, an envelope with one or more SMS delivery recipients can generate up to 50 SMS notifications as a reasonable use limitation. These notifications include various communications to ensure signers have the optimal experience. However, after reaching the 50 SMS notification limit, no more SMS messages will be sent, although email notifications will continue. The envelope details view will indicate that SMS messages have been suspended due to the limit.

• SMS document access: When envelopes are delivered to SMS-only, the recipient will only have access to the documents via SMS. In the future we will allow creation and tying of accounts to a phone number, at which time the envelope will automatically appear in the recipient's Docusign account.
• Limited recipient types: SMS delivery can be applied to signer, carbonCopy, or certifiedDelivery (Needs to Sign, Needs to View, and Receives a Copy) recipients only.
• SMS reminders: While senders can specify any schedule for SMS reminder messages, only up to 1 SMS reminder notification can be sent (additional notifications will be email only). This limit protects signers from potential spam abuse.
• Phone Call and SMS identity verification: SMS delivery cannot be used with SMS/phone-based two-factor authentication. Because these methods of verifying identity would send the authentication challenge using the same communication channel as the SMS notification, they would not provide the intended extra level of security. You can still use access code, KBA, or other custom ID solutions to implement recipient authentication. Environments such as SBS may be restricted from using all phone-based authentication.
• Messages to recipients: Sender-specified messages are not included in SMS notifications. This includes the email message to all recipients and any private messages defined on the envelope or template. Messages are still included on the email notification and are shown when documents are opened to be viewed and signed.
• Signing groups: Signing group recipients cannot use SMS delivery.
• PowerForms: SMS delivery cannot be used with PowerForms.
• Bulk send: SMS delivery cannot be used for bulk send recipients.

Field Limitation

Certain field types have the following limitations: 

• Draw fields are limited to a maximum of 10 per envelope. If you include more than 10 drawing fields, an error will occur, and the envelope cannot be sent.
• Additionally, entries to text-type envelope custom fields are limited to 100 characters.
• The maximum number of custom fields that can be allowed to be added across all documents in a single envelope is 1,000. 

Electronic Seals

When using electronic seals, there are some considerations. Electronic seals are applied by default to all documents in the envelope. If you only want to seal specific documents within the envelope and not all of them, you must use the eSignature API. It is recommended by Docusign engineers to keep envelopes using electronic seals to a maximum of 5 documents.

If you found the 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. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

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

Hello ​@Katonks,

I hope you are doing well. 

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

Let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Ma. Cassandra | Docusign Community Moderator

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