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In this video, I go over how to integrate Docusign with Excel Desktop to automatically create documents using spreadsheet data. I demonstrate how to map Excel columns to Docusign fields and use macros to generate draft envelopes that allow you to review merged data before sending. The integration enables efficient document creation but does not support real-time data tracking or updates back into Excel. I also highlight the benefits of using Excel Online for more robust features like tracking statuses and storing signed documents directly in cloud storage.
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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