1. Data integration
  2. Third-party data integration
  3. DocuSign for Anaplan
  4. Login and connect DocuSign for Anaplan

To use DocuSign for Anaplan, you must first log in and connect both your Anaplan and DocuSign accounts.

Before you use DocuSign for Anaplan, consider:

  • What Anaplan data to share, and where to share it.
  • Who needs to sign the documents.
  • Where exactly a signature is required within each document.
  • Whether to track the DocuSign status in Anaplan.

Browser support information

You have to connect your Anaplan account to your DocuSign account. To do this:

  1. Log in to Anaplan and select DocuSign in the main drop down on the upper left.
  2. From the Welcome screen select Ok to continue on the bottom right.
  3. Enter your email address in the first DocuSign dialog. Click CONTINUE.
  4. Enter your password in the second DocuSign dialog. Click LOG IN.
The DocuSign password dialog and Log in button.

Your accounts are linked.

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.