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.
  • Whether to track the DocuSign status in Anaplan.

See a list of browsers Anaplan supports.

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. Select  CONTINUE.
  4. Enter your password in the second DocuSign dialog. Select LOG IN.
The DocuSign password dialog and Log in button.

Your accounts are linked.