You create a workflow in three steps. To begin:
- Select Workflows from the top-left.
- Select Create.
This opens the Step 1 Main Settings dialog. - Name your workflow in the field.
- Select the envelope to send.
- Select Next.
This opens the Step 2 Map Recipients dialog. From the drop-down lists: - Select the Anaplan module and view that contain the data to send to your recipients.
- If the relevant columns are not already populated, select them from the dropdowns.
- Select Next.
This opens the Step 3 Configure Anaplan dialog. - From the dropdowns, select the module columns if they are not populated.
At this point you can:- Select Preview to see the DocuSign template.
- Select Track status in Anaplan to be able to see progress in your model.
- Select Submit.

Your new envelope is created and displays on the list.
If you Track Status in Anaplan, you can see:
- which recipients declined, if any
- the date that they declined
Click a document in a work flow to select it. Then select the
icon to inspect details, such as the decline reason.