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  2. Data integration
  3. Third-party data integration
  4. DocuSign for Anaplan
  5. Create an envelope
  6. Edit an envelope
Create an envelope

Edit an envelope

You may want to delete an envelope if your project is complete. Or edit an envelope to reuse it, if its structure is still useful.

You can edit envelopes and modify how they're mapped from the Envelopes list. This is useful if you've added new tags to the DocuSign template. 

Note: If you are unable to see the previously defined mappings between the Anaplan line items to the DocuSign tags, refresh your browser window while on the Envelopes screen. The mappings should be visible again.

To edit an envelope:

  1. Select an envelope from the checkbox.
  2. Select the pencil icon to make edits.
  3. Make your changes and select Save.
An envelope selected with the edit and delete icons displayed.

Delete an envelope

You delete an envelope with the trash icon (to the right of the pencil) or with the ellipsis to the far right of the row.

Disclaimer

We update Anapedia content regularly to provide the most up-to-date instructions.