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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

@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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JohnSantos
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  • May 28, 2024

@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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  • May 28, 2024

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

 


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  • June 12, 2024

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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