Log in to Anaplan and then complete the following steps:
- Open the integration.
- Connect your DocuSign account.
- Select a workspace and model.
1. Open the Integration
To open the DocuSign for Anaplan integration, select DocuSign from the Application menu in the top-left corner:
The integration opens in a new browser tab.
Alternatively, enter https://docusign.anaplan.com/dsn in your browser address bar:
2. Log in to your DocuSign Account
- When the Anaplan DocuSign add-on popup displays, click OK.
- Enter the email address that you use to log in to your DocuSign account.
- Click CONTINUE.
- Click the appropriate login button, based on your account:
- If the blue USE COMPANY LOGIN button appears, click it to log in using Single Sign-on (SSO).
- Enter your DocuSign password and click LOG IN.
Note: If the USE COMPANY LOGIN button displays, you can still use your company login option.


3. Select a Workspace and Model
- Select the Workspace and Model that contain the data you want to use in the document.
- Click OK.
Your workspace and model connect to the integration.
Once you've connected your DocuSign account to the integration, you can use your DocuSign Templates. By default, whenever you use the integration, this DocuSign account is used. To connect a different DocuSign account, see Switch DocuSign Accounts.
Switch Models
You can switch between different models. By default, the integration is connected to the last workspace and model you selected.
To switch models:
- Click the User menu, in the top-right corner, then select Change Workspace/Model.
- Select a different Workspace and Model.
- Click OK.
The Connect an Anaplan Model dialog displays.
Your workspace and model connect to the integration.
Switch DocuSign Accounts
If you have multiple DocuSign accounts, you can switch between them. By default, the integration is connected to the last DocuSign account you were connected to.
To switch DocuSign accounts:
- Click the User menu, in the top-right corner, then select Change Account.
- Enter the email address for the DocuSign account that you want to use.
- Click CONTINUE.
- Click the appropriate login button, based on your account:
- If the blue USE COMPANY LOGIN button displays, click it to log in using Single Sign-on (SSO).
OR
- Enter your DocuSign password and click LOG IN.
Note: If the USE COMPANY LOGIN button displays, you can still use your company login option if you prefer.
The Please log in to your accountdialog displays.

Your DocuSign account connects to the integration.