1. Data integration
  2. Third-party Data Integration
  3. DocuSign for Anaplan
  4. Log in and Connect your DocuSign Account

Log in to Anaplan and then complete the following steps:

  1. Open the integration.
  2. Connect your DocuSign account.
  3. Select a workspace and model.

1. Open the Integration

To open the DocuSign for Anaplan integration, select DocuSign from the Application menu in the top-left corner:

The integration opens in a new browser tab.

Alternatively, enter https://docusign.anaplan.com/dsn in your browser address bar:

Browser address bar with the DocuSign URL https://docusign.anaplan.com/dsn

2. Log in to your DocuSign Account

  1. When the Anaplan DocuSign add-on popup displays, click OK.
  2. Enter the email address that you use to log in to your DocuSign account.
  3. Click CONTINUE.
  4. Docusign Login page with email address field and CONTINUE button
  5. Click the appropriate login button, based on your account:
    •  If the blue USE COMPANY LOGIN button appears, click it to log in using Single Sign-on (SSO). 
    OR
    • Enter your DocuSign password and click LOG IN.
    Note: If the USE COMPANY LOGIN button displays, you can still use your company login option.

    DocuSign Login page with Password field, LOG IN and USE COMPANY LOGIN buttons

3. Select a Workspace and Model

  1. Select the Workspace and Model that contain the data you want to use in the document.
  2. Click OK.

Your workspace and model connect to the integration.

Once you've connected your DocuSign account to the integration, you can use your DocuSign Templates. By default, whenever you use the integration, this DocuSign account is used. To connect a different DocuSign account, see Switch DocuSign Accounts.

Switch Models

You can switch between different models. By default, the integration is connected to the last workspace and model you selected.

To switch models:

  1. Click the User menu, in the top-right corner, then select Change Workspace/Model.
  2. The Connect an Anaplan Model dialog displays.

  3. Select a different Workspace and Model.
  4. Click OK.

Your workspace and model connect to the integration.

Switch DocuSign Accounts

If you have multiple DocuSign accounts, you can switch between them. By default, the integration is connected to the last DocuSign account you were connected to.

To switch DocuSign accounts:

  1. Click the User menu, in the top-right corner, then select Change Account.
  2. The Please log in to your accountdialog displays.

    Docusign Login page with email address field and CONTINUE button
  3. Enter the email address for the DocuSign account that you want to use.
  4. Click CONTINUE.
  5. Click the appropriate login button, based on your account:

    DocuSign Login page with Password field, LOG IN and USE COMPANY LOGIN buttons

    •  If the blue USE COMPANY LOGIN button displays, click it to log in using Single Sign-on (SSO). 

    OR

    • Enter your DocuSign password and click LOG IN.
    Note: If the USE COMPANY LOGIN button displays, you can still use your company login option if you prefer.

Your DocuSign account connects to the integration.