The integration enables you to email DocuSign documents populated with Anaplan data. You can quickly send documents to multiple recipients, track signatures, and view progress in real-time. You need a DocuSign Business Pro or higher level account to proceed.
Don't have a DocuSign account?
There are five stages to set up a DocuSign Anaplan integration:
- Create an envelope to set your data's module and view, and determine which DocuSign template to apply.
- Create a workflow to specify document recipients and whether to track signature status within Anaplan.
- Preview your envelope to ensure it is set up correctly before you send it. For example, are the email addresses correct?
- Send the envelope to the recipients defined in your workflow. They receive a DocuSign email with a link for them to view or sign.
- Track the envelope (optional from workflow step) to check signature status.