How To Keep Formatting When Converting To DocuSign

How To Keep Formatting When Converting To DocuSign

1. Use Compatible File Formats: Start with PDF or Word documents for better formatting.
2. Check Document Settings: Ensure your document settings are optimized for conversion.
3. Maintain Font Consistency: Use standard fonts to avoid changes in appearance.
4. Limit Graphics and Images: Use simple images to prevent formatting issues.
5. Preview Before Sending: Always preview your document in DocuSign to check formatting.
6. Adjust Page Size: Make sure the page size matches the original document.
7. Use DocuSign Templates: Create templates in DocuSign to maintain consistent formatting.
8. Test with Different Devices: Check how the document looks on various devices.
9. Save as Final Version: Save your document as a final version before uploading.
10. Consult DocuSign Support: Reach out for help if formatting issues persist.