When you preview an envelope you can verify that it's correct before you send it.
When you preview an envelope you can verify that it's correct before you send it.
The details of the envelope display in a table. You can review recipients, their roles, and the order of signatures in the DocuSign template. You can only send one envelope at a time.
If you notice any errors in the table, select Cancel and Close and make the necessary changes in Anaplan and/or DocuSign. The envelope then automatically updates.
Make sure the Anaplan module views you select for the envelope and workflow have the same:
You can't send the envelope when the selected views have different structures.
To void a selected document:
You can see the document status is Canceled on the Sent Documents tab.
The Sent Documents page provides an overview of the envelopes you've sent.
You can find out how many documents per envelope, how many of them are signed, how many await signature, and how many are rejected.
an envelope to view more details, including the signing status per document. The columns of that table follow the signing order you've defined in the DocuSign template. For more information, see Tables Reference.
To track the signing status of envelopes:
You can track the signature status of sent envelopes from Anaplan when you copy the status information to Anaplan. Select Update Anaplan to get the latest information.
Disclaimer
We update Anapedia content regularly to provide the most up-to-date instructions.