1. Data integration
  2. Third-party data integration
  3. DocuSign for Anaplan
  4. Create an envelope
  5. Edit an envelope

You may want to delete an envelope if your project is complete. Or edit an envelope to reuse it, if its structure is still useful.

You can edit envelopes and modify how they're mapped from the Envelopes list. This is useful if you've added new tags to the DocuSign template.

To edit an envelope:

  1. Select an envelope from the checkbox.
  2. Select the pencil icon to make edits.
  3. Make your changes and select Save.
An envelope selected with the edit and delete icons displayed.

Delete an envelope

You delete an envelope with the trash icon (to the right of the pencil) or with the ellipsis (...) to the far right of the row.



Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.