Use DocuSign workflows to create a recipient list for your envelopes. This list is retrieved from the Anaplan module view you selected. It's also mapped to the recipients' roles you added to the DocuSign template.
You create a workflow in three steps. To begin:
Your new envelope is created and displays on the list.
If you Track Status in Anaplan, you can see:
Click a document in a work flow to select it. Then select the icon to inspect details, such as the decline reason.
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