When converting documents to Docusign, maintaining formatting is crucial to ensure that the document looks professional and presentable. Docusign is a widely used electronic signature platform that allows users to sign and send documents electronically. Here are some tips on how to keep formatting when converting to Docusign:
1. Prepare the Document Properly
Before converting the document to Docusign, it is important to properly prepare the document to ensure that the formatting is preserved. Here are some steps to follow:
- Use a compatible file format: Docusign supports a variety of file formats including PDF, Word, and Excel. Make sure to use a file format that is compatible with Docusign to avoid any formatting issues.
- Check for any formatting errors: Review the document for any formatting errors such as missing fonts, incorrect spacing, or layout issues. Correcting these errors before converting to Docusign will help maintain the document’s formatting.
- Save a copy of the original document: Before converting the document to Docusign, save a copy of the original document in case any formatting issues arise during the conversion process.
2. Utilize Docusign Templates
Docusign offers templates that allow users to create standardized documents with pre-defined formatting. By using Docusign templates, you can ensure that the formatting of the document remains consistent across all documents. Here are some benefits of using Docusign templates:
- Standardized formatting: Docusign templates allow users to create documents with standardized formatting, making it easier to maintain consistency across all documents.
- Time-saving: Templates save time by eliminating the need to format each document manually. Simply select a template and fill in the necessary information.
- Customizable options: Docusign templates offer customizable options to tailor the document formatting to suit your specific needs.
3. Adjust Document Settings in Docusign
When converting a document to Docusign, it is important to adjust the document settings to ensure that the formatting is preserved. Here are some settings to consider:
- Page size and orientation: Make sure that the page size and orientation of the document in Docusign match the original document to maintain formatting consistency.
- Font settings: Check the font settings in Docusign to ensure that the font type and size match the original document for a cohesive look.
- Margins and spacing: Adjust the margins and spacing in Docusign to match the original document and prevent any layout issues.
4. Test the Document Before Sending
Before sending the document through Docusign, it is important to test the document to ensure that the formatting is preserved. Here are some steps to follow:
- Send a test document: Send a test document to yourself or a colleague to review the formatting and make any necessary adjustments.
- Check for any formatting issues: Review the test document for any formatting issues such as font changes, spacing errors, or layout issues.
- Make adjustments as needed: If any formatting issues are identified, make the necessary adjustments in the document settings before sending the final document.
5. Consider Professional Assistance
If you are experiencing difficulty in maintaining formatting when converting to Docusign, consider seeking professional assistance. Professional designers or document formatting experts can help ensure that your document looks professional and polished when converted to Docusign.
By following these tips, you can successfully maintain formatting when converting documents to Docusign. Proper preparation, utilizing templates, adjusting settings, testing the document, and seeking professional assistance when needed will help ensure that your document looks professional and presentable.
