DocuSign Enhancement

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jami.bezy
jami.bezy Member, ALL USERS, Community Member Posts: 1 Occasional Contributor
in Anaplan Community

1. Envelope status feedback to Anaplan: a. Need option for automated Refresh to Anaplan, or one manual button to refresh all Sent Document statuses to Anaplan b. Requirement for visual clue that refresh has happened 2. Ability to make copies of Envelopes in the Add-on 3. Ability to setup dummy recipients in the Add-on itself and send documents to these dummy recipients for testing. Dummy recipients needn’t be setup in Anaplan module & statuses wouldn’t be tracked in Anaplan.

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  • ChanD
    ChanD Member, ALL USERS, GroupMember, Employee, Community Member, Certified Model Builder Posts: 1 New Contributor

    Hello Anaplan Community,

     

    We leverage the Anaplan/Docusign integration to distribute Compensation Plans.   Without the ability to automate envelope status feedback, it is extremely cumbersome to Manually click on the Envelope status update for each individual workflow.  

    We want to build a board in the New UI that shows the DocuSign status of our sales organization.  Without the automated refresh, it greatly diminishes the value of the status board. 

     

    Regards,

    Chyuan

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