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Question

How to enable Document Security

  • September 12, 2025
  • 2 replies
  • 43 views

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I was recently using the Set Security step and noticed there is an option to Set Security on a document.  Once I used my Document Variable in the step then ran the workflow it errored out saying, “Security cannot be set on individual documents. Please enable document-level security...”  

My question is: How do we enable document-level security in the account?

 

 

2 replies

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  • Docusign Employee
  • September 12, 2025

There is no document-level security in CLM. You need to set the security at the folder level only. 


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  • Author
  • Active Voice
  • September 15, 2025

@nitinrastogi is that error incorrect then?  Specifically it’s reference to document-level security, there’s no such thing?