The age of printing, signing and scanning Excel spreadsheets for collaboration has come to an end. This cumbersome process, familiar to anyone who’s worked with financial reports and data tables, is readily streamlined with SigningHub.
By enabling the electronic signing and collection of signatures on Excel spreadsheets, SigningHub saves time and resources, enhances document security and facilitates efficient workflows.
Streamlining your document workflow is simple; let’s look at how to sign Microsoft Excel spreadsheets with SigningHub.
Before you begin, ensure your Excel document is ready for electronic signatures by checking that your sheet is within page margins.
SigningHub supports most file formats, including .xlsx, and upon upload, SigningHub converts all documents to PDF/A-1b, which enables long-term archival. This also ensures that any recipient will render the document the same way and prevents accidental edits during the signing process.
If you’ve not already created an account, sign up for a free SigningHub account and initiate a workflow by clicking “New Workflow.”
Once you’ve done that, upload your prepared document by dragging and dropping it or using the designated file browser. Give your document a clear name, like “Financial Report – Q4 2024.” This will make identifying the document easier later.
Click “Add Recipient” and enter the email addresses of all involved parties. This can be people signing the document, people who need to review the document, or even the final parties who need to receive the signed document.
You can differentiate between the recipients by assigning specific roles, such as “Signer” or “Reviewer.” SigningHub also allows you to set the workflow order to serial, parallel, individual or custom, ensuring signers complete the process in an order you determine.
Within your uploaded document, click “Add Signature Field” to designate the exact locations for signature blocks on your spreadsheet. You can add additional fields such as initials, dates, names or even QR Codes for printed document verification.
SigningHub accommodates various signature preferences:
Once everything is configured, click “Send for Signing.” SigningHub automatically sends personalised emails to each recipient, outlining the document details and their designated role. Recipients can then review and sign the spreadsheet directly within the email or through a secure web interface.
SigningHub provides real-time updates on the signing process. You can monitor who has signed your Excel spreadsheet and who is pending - and even send manual or automated reminders to ensure timely completion. Upon completion, the finalised document is automatically stored in your SigningHub account for secure access and future reference.
Signing Excel spreadsheets electronically with SigningHub brings more than convenience to your life. It offers several other key advantages:
Digitally signing Microsoft Excel spreadsheets with signing isn’t a glimpse into the future. It’s a readily available reality that delivers significant benefits. By streamlining the signing process, bolstering security, and simplifying collaboration, SigningHub empowers you to work smarter, faster and more efficiently.
So, ditch the printer and embrace the digital age – your spreadsheets (and your team) will thank you for it. Sign up for your free trial of SigningHub today.