Allow non-signing external party to fill fields in CLM

hello ​@akane

Welcome to the DocuSign Community!

The approach you're using selecting the eSignature template during the "Signature" step and assigning the first recipient with "Allow to Edit" permissions is actually correct for the use case you're describing.

Could you please share more details about the failure you're encountering when trying to send the envelope? For example, are you receiving an error message, or is the process getting stuck at a specific step?

Thanks!

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​@Pawan Gangwani Thanks for reaching out to assist! So if I send the envelope manually from eSig by selecting the template and recipients it works fine. However, if I try to use the template in a Docusign CLM workflow it won’t send. I’ve added the text from the activity log in CLM to the bottom of this post. In addition, I receive an email that states “That document wasn't sent. We couldn't send the document below for signature. Please view the document and try again.” The one thing is that the eSignature template does not have set recipients (I’ve left them blank). My assumption was that by setting the senders in the Send for Signature Docusign CLM action it would aline those recipients with the respective signing roles in the template but I’m now wondering if that’s not the case? For instance, in the eSig template I have two roles Signer 1 and Signer 2. In the CLM workflow step I set the Docusign Signer Role as Signer 1 and Signer 2 and thne include the email addresses. However, this doesn’t seem to work. Any thoughts or assistance is much appreciated!

Waiting for signature response.

Signature Failed

Notification for error sent to: **********

Setting variable '^Send for Signature 1ProviderUpdatedDate' to '07/14/2025 16:22:09.6030'

Updated the value for xml variable 'SignatureResult'

Action completed with output 'Failure'

hey ​@akane 

I've set up the template accordingly please refer to the snapshot for reference. Once the template is configured, you don’t need to specify the recipient again in the workflow, since it only supports the following signer types: “Needs to Sign,” “Receives a Copy,” “In-Person Signer,” or “Needs to View.” The “Allow to Edit” signer type is not supported in the workflow setup and for that we have the Template configured. 
To achieve this use case, we had to structure it this way by design.

Thanks!

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🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn