Skip to main content
Solved

document merge custom xml


Forum|alt.badge.img+4

I want to generate a table in word with list of customer signatories from an input xml using “XML Merge Document” step in CLM which is as follows:

<CustomerSignatories>
    <Signatory>
      <ReferenceSerialNumber>1</ReferenceSerialNumber>
      <FullName>John Doe</FullName>
      <Email>john.doe@example.com</Email>
    </Signatory>
    <Signatory>
      <ReferenceSerialNumber>2</ReferenceSerialNumber>
      <FullName>Jane Smith</FullName>
      <Email>jane.smith@example.com</Email>
    </Signatory>
  </CustomerSignatories>

I have tried to create a word template as follows:

 I have also tried with TableRow merge tags but that also is not working and both of them are giving this error:

Any help is greatly appreciated. I can customise the input xml if needed. Thanks in advance.

Best answer by Kelly.Gatling

Hi ​@Servesh,

From your screenshot, I believe you are referencing the incorrect node in your outer merge tag. You will definitely want to use the TableRow tag for tables versus the Repeat tag as well. 

In your TableRow merge tag, try referencing ‘Signatory’ as this is the node wrapping the table data. Then in each individual column merge tag, just reference the column node (take out ‘Signatory’ before each column node). 

 

Try this:

 

 

Otherwise, your tags look good. Feel free to respond if you are still seeing an issue. 

Thank you,

Kelly

View Original
Is this content helpful?

2 replies

Forum|alt.badge.img+6
  • Docusign Employee
  • 35 replies
  • Answer
  • March 3, 2025

Hi ​@Servesh,

From your screenshot, I believe you are referencing the incorrect node in your outer merge tag. You will definitely want to use the TableRow tag for tables versus the Repeat tag as well. 

In your TableRow merge tag, try referencing ‘Signatory’ as this is the node wrapping the table data. Then in each individual column merge tag, just reference the column node (take out ‘Signatory’ before each column node). 

 

Try this:

 

 

Otherwise, your tags look good. Feel free to respond if you are still seeing an issue. 

Thank you,

Kelly


Forum|alt.badge.img+4
  • Author
  • New Voice
  • 11 replies
  • March 4, 2025

Thanks ​@Kelly.Gatling this is exactly what I needed