Whether you're a brand new DocuSigner or a more seasoned user, these frequently asked questions provide valuable insight into the DocuSign product.
What kinds of documents can I upload to DocuSign?
DocuSign automatically converts uploaded documents to PDF files, but you can upload any of the following types of documents.
Note: Macro-enabled documents need to have the macros removed or be converted to PDF prior to uploading.
- Microsoft® Word® 2003, 2007, 2010, 2013
- Microsoft Excel® 2003, 2007, 2010, 2013
- Microsoft PowerPoint® 2003, 2007, 2010, 2013
- Text files (.txt)
- Rich Text Format (.rtf)
- Image file formats (.png, .jpg, .gif and .tif)
- Portable Document Format (.pdf) files
How long are my documents stored in DocuSign?
By default, documents are stored indefinitely in DocuSign. As long as you don't delete the documents yourself, they will remain in DocuSign. A DocuSign administrator can adjust the Document Retention settings in the Manage Account Options section of the console.
For more information on Document Retention, please review the related section in the Manage Account Options Overview.
How can I be sure my signers are who they say they are?
DocuSign offers a number of ways to authenticate signers ranging from requiring a unique Access Code to ID Check with information drawn from public records.
For more information on Authentication methods, check out our Signer Authentication documentation.
How do I know when an envelope is completed?
By default, senders should receive an email notification upon completion of a document. If this has been disabled, you can always check the status of an envelope in the Manage or Documents section of your DocuSign account. The Status column will display the current status of the document. Completed documents will display as Completed, while incomplete documents display as In Process and will indicate how many signatures have yet to be completed.