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Upload Excel and Word files to Signature Manager
Upload Excel and Word files to Signature Manager
Philip MacDonald avatar
Written by Philip MacDonald
Updated over 2 weeks ago

The intended audience for this article is Agents.

When working on a Commercial Risk Profile, agents can upload Microsoft Excel (.xls and .xlsx), Microsoft Word (.doc and .docx), and .pdf files to the Signature Manager. While on a risk profile, select Signatures > Request Signature > Click or drag to upload files.

If working with an Excel file, we recommend confirming your print area via Excel before uploading the file.

  1. Open the spreadsheet in Excel

  2. Highlight the desired cells in the spreadsheet.

  3. Click the Page Layout tab.

  4. Click Print Area and select Set Print Area.

  5. From the Page Layout tab, there are other options to help you size your Excel file:

    1. Margins

    2. Orientation

    3. Size

  6. Save the file and upload to Wunderite.

If you don't have the paid desktop version of Office365, Microsoft offers a free online version of Excel.

Unfortunately Google Sheets doesn't currently support permanently saving the print area for a spreadsheet file.

For both Excel and Word files, we recommend using a simple and standard font like Arial, Helvetica, or Times New Roman. When Excel or Word files are uploaded, the fonts in the file will be automatically converted to a supported font format.

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