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Excel Spreadsheets

  • 25 July 2024
  • 3 replies
  • 23 views

When I drop an Excel spreadsheet into DocuSign, it cuts off a good portion of what I need.  Is there a secret to getting all the fields to show?

3 replies

JohnSantos
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Userlevel 6
Badge +13

@JenniferPlaniol 

You best option is to save or print to PDF from Excel.  You can easily adjust the printing area and upload the PDF instead.  

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.
N
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Userlevel 4
Badge +12

Hello @JenniferPlaniol ,

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!

Brandon.Varela
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Userlevel 2
Badge +2

Hello @JenniferPlaniol, 

@JohnSantos has a great recommendation but if you’re finding that not working for you, you can try customizing the page breaks in Excel utilizing the print view and dragging/adjusting the page breaks. Our system will try to accommodate your set page breaks but do note that unusual page layouts can make it difficult for signers to see elements they need to read or interact with.

I hope this helps!

Brandon Varela | Senior Solution Consultant

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