Excel files are often used for proposals, invoices, and financial reports—and they still need signatures. In this guide, you’ll learn how to insert a signature in Excel using BoldSign, then send, track, and manage the signing process online. We’ll also cover the benefits of digital signing for individuals and teams, including security, audit trails, and faster turnaround.
Send a document for signature
With BoldSign, you can easily upload an Excel document, insert a signature field, and send the document out for signing:
- Log into your BoldSign account or create a new account if you do not have one.
- Click Create New, then click Create New Document.
- You will be navigated to the Prepare document for signing page. In it, you can upload the Excel document from your computer or the cloud or choose a template.
- Add your recipients’ details.
- Then click Next to navigate to the Configure fields page.
- On the Configure fields page, drag the relevant form fields onto the Excel document. Once completed, you can send the document for signing.
How to sign an Excel document
Follow these steps to sign an Excel document:
- Open the email received and click Review and Sign.
- Click the check box to accept the terms and conditions and select Continue.
- Review the document and click Start signing to insert your signature in the document.
- Click Finish after inserting your signature to finish the process.
Conclusion
Thank you for considering BoldSign for your document signing needs! We encourage you to create an account and experience our intuitive interface and robust features firsthand. Start with a free trial to explore all the possibilities and address any questions you may have. For a more in-depth look, feel free to try a demo or reach out through our support portal. We’re here to help! We look forward to supporting you on your journey toward streamlined document signing.
