1. Data integration
  2. Third-party Data Integration
  3. DocuSign for Anaplan
  4. Preview and send an envelope

Preview an envelope before you send it to check it's set up correctly.

The details of the envelope are displayed in a table. Here you can identify all recipients, their roles, and the signature order you defined in the DocuSign template. To apply data and choose recipients stored in a different Anaplan dimension, you can select them here.

To preview and send an envelope:

The Workflows dialog with Preview and send highlighted.
  1. Select Workflows from the top-left menu.
  2. Select Preview and send, or from the ellipsis (...) on the right.
  3. Once the envelope is loaded, select Send with DocuSign. This is an opportunity for a final review of your envelope set-up. Your selected columns are filled with data from your Anaplan model.
    Note: This button only displays if there's at least one valid email address and a recipient's name.

    A preview dialog displays. 
  4. Select Send with DocuSign  in the top-right.

    A Sent Documents dialog displays the progress of the documents.
  5. Select Close.
Dialog for a workflow send in progress.

See Create an envelope