Try RMail PRE-Crime Services – When sending an Excel file for signature via RSign and applying the Spreadsheet Date Format setting to ensure that the recipient sees the dates in the format you want, you first need to ensure that the date cells in the document are properly formatted as dates. If the cells are not formatted as dates, the setting will not be applied correctly, and the dates may not display as intended.
Here’s how you can verify and set the correct date format in Excel before uploading it to RSign:
1. Open your Excel file.
2. Click on the letter at the top of the column that contains the date values (for example, column A) to select the entire column.
3. On the top menu, click the Data tab.
4. Find the Text to Columns option in the toolbar and click on it. This option is usually used to split text into separate columns, but it can also be used to correct date formatting.
5. In the Convert Text to Columns wizard select the Delimited option and click Next. You don’t need to change any settings here; just click Next again.
6. Under the Column Data Format, select Date from the list. Choose the appropriate date format based on the original format of the dates in the column (e.g., MDY for mm/dd/yyyy, DMY for dd/mm/yyyy).
7. Click Finish.
After completing the above steps, your Excel file will now recognize the date values as actual dates, not as text.
8. To double-check, you can select a date cell, right-click, choose Format Cells, and make sure Date is selected in the Category.
9. Save the file as an Excel workbook (.xlsx) to ensure that the date formatting is preserved when uploading it to RSign.
By ensuring that your Excel file contains properly formatted date cells, you can guarantee that the Spreadsheet Date Format setting will process the dates as expected, leading to consistent formatting when the file is uploaded.