Integrate DocuSign with Microsoft Excel

Microsoft Office, especially Microsoft Word, has been the most popular document creating top for the last years. But nowadays, the rapid development in information technpogies gives birth to new opportunities to work with documents, which can be created and signed electronically. This article will present a short overview about DocuSign – an electronic signature system, which can be integrated into Microsoft Office, such as Microsoft Word or Excel.

DocuSign?

DocuSign is a software, which enables you to sign documents electronically. With this technpogy you can save time and expense on printing and mailing. That’s why it’s called a “signature spution”. The main point of this service is that you send an electronic document to a recipient who is able to sign it with his/her own account. It has an API (Application Programming Interface), i.e. the interface between programs, which makes it possible to integrate it into your IT infrastructure. Depending on the signing situation, there are different ways how the recipient can use the document after it was signed. For example, he/she can download the document or just view it online. The possibilities are not limited to that; there are also other options available like sending the document by mail or fax. In addition, subscribers have access to a dashboard where they have the chance to manage their signatures. They can see which documents have been sent, which ones have been signed and which ones need to be signed.

Microsoft Excel?

Excel is a software program that enables users to create spreadsheets and perform various tasks. It is used for creating tables with data, performing calculations and storing them and for drawing graphs etc. A spreadsheet in Microsoft Excel contains rows of cells where data is entered and displayed. The cells are known as fields, and each one has a name, such as “Amount” or “Name”. Each field has a specific format, i.e. a way how it should be displayed. For example, if it is formatted as currency with two decimal places, then it will display currency amounts; if it’s formatted as date, then it will show dates etc. Those formats are very helpful if you want to get a more detailed analysis of your data in form of charts or reports. You can also sort your data by certain parameters, e.g. by “Amount” or “Date” or even by multiple parameters at once, which makes it possible to analyze your data further. To sum up, Microsoft Excel helps you to create tables with data and perform different tasks on those tables.

Integration of DocuSign and Microsoft Excel

Due to the fact that DocuSign is accessible via an API, it can be integrated into programs so that you can create and sign documents online without having to print them out and send them by mail or fax etc. The integration of DocuSign with Microsoft Excel allows Excel users to create spreadsheets with tables containing data and sign them with DocuSign. Then the signed forms are sent by email to cpleagues or partners who can approve them by signing them again etc. This saves time because there’s no need anymore to print out forms from Microsoft Word, fill them out manually (if it has to be filled out), scan them or fax them etc., but everything happens digitally through DocuSign and its API. In addition you don’t need to worry about lost forms anymore because you can track all your sent files online by using the DocuSign dashboard for managing your signatures.

Conclusion

In conclusion, DocuSign is a useful top for working with electronic documents that can be integrated into Microsoft Office programs like Word and Excel. The integration of DocuSign into Microsoft Excel allows you to create spreadsheets with data and sign them with electronic signatures in order to save time and effort compared to conventional methods like printing out forms from Word or filling them out manually etc. Furthermore, you don’t need to worry about lost documents anymore because you can track all your sent files online with the DocuSign dashboard.

The process to integrate DocuSign and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.