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Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.DocuSign Integrations
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It's easy to connect Microsoft Excel + DocuSign without coding knowledge. Start creating your own business flow.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Trigger every time a new document is e-signed in DocuSign.
Adds a new row to the end of a specific table.
Create Signature Request
Microsoft Excel is a program created by Microsoft that allows users to create spreadsheets. This program was created in 1985, and has since been continually updated and improved upon. The newest version of the program, Office 365, allows users to save their documents online.
DocuSign is a digital signature platform that allows users to sign and send documents digitally. Since it was founded in 2003, it has continued to improve upon its products. DocuSign now offers a variety of software platforms to help users streamline their workflows.
The integration of Microsoft Excel and DocuSign allows users to save documents digitally, and sign them with the click of a button. Without this connection, however, users would have to print and sign documents manually. This method takes more time, as well as paper, which costs money. In addition, any handwritten signatures cannot be saved in a digital format. With the integration of the two programs, users can quickly and easily sign any document without having to worry about printing it out and physically signing it. This makes the process much more efficient. In addition, the digital signature cannot be forged. If a user attempts to forge a signature on a document using Microsoft Excel and DocuSign, the signature will not pass an electronic check. Therefore, this feature helps to ensure that any documents are accurate.
The benefits of integrating Microsoft Excel and DocuSign are numerous. For example, if a user wants to include an invoice in a document but it is already signed, instead of having to print it off again and sign it on a separate piece of paper, they can simply select the file through Microsoft Excel and DocuSign. The file will already be signed by the user’s signature. They can then send the file through email or upload it to a cloud storage platform such as Google Drive. In addition, this feature saves time when signing documents. Instead of having to print out each document, users can simply select the files through Microsoft Excel and DocuSign and upload them all at once, rather than one by one. This feature also helps protect against fraud. Because the signature is stored digitally, it is impossible for people who are unauthorized to add their own signatures to documents. Signing a document digitally also helps companies adhere to regulations regarding privacy and security. For example, HIPAA guidelines require that a healthcare provider must have permission from a patient before sending them any information electronically, unless it is related to treatment. By signing documents digitally with Microsoft Excel and DocuSign, healthcare providers can ensure that they are fplowing these guidelines while also saving time and money.
The process to integrate Microsoft Excel and DocuSign 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.