You map document tags when you create an envelope.
Below are things to consider as you map the document tags:
- The DocuSign tags (on the right) are the fields you've entered in your DocuSign template. A list of numbers is displayed if you haven't entered any labels to identify them.
- Unhide any columns in Anaplan.
- You must select columns, otherwise the DocuSign tags will have no data associated.
- Make sure all target DocuSign tags are mapped to a source Anaplan line item. Don't leave any DocuSign tags unmapped. Unmapped tags cause an error.
- If you add tags to the DocuSign template after you create the envelope:
- Reopen the envelope and map the new tags to the relevant Anaplan column headers.
- You get an error for each unmapped DocuSign tag.
See Create an envelope.
