Skip to main content
arrow-left Back to Docusign.com

I’m working in DocuSign CLM and facing an issue during the “Review and Send for Signature” step.

Here’s the flow of my CLM workflow:
1. I use an XML Merge Document step to generate a Cover Letter, and store it in a variable (Cover_Letter_Generated).
2. This variable is then passed to the Review and Send for Signature step.
3. The person sending the document is a Legal Reviewer, who has a DocuSign Sender permission profile (not Admin).

Problem:
• When the Cover Letter is included via the XML Merge step, I get the error:
“You do not have access to send for signature.”
• However, if the Cover Letter step is removed, the same Legal Reviewer is able to send the document for signature successfully.
• The issue goes away completely if the sender has DocuSign Admin permissions, even with the Cover Letter included.

Expected Behavior:
I want to keep the sender as the Legal Reviewer (DS Sender) and still be able to include the Cover Letter generated by the XML Merge step.

What I’ve Tried:
• Checked workflow structure — the Cover Letter is stored in a variable and passed correctly.
• Verified that without the XML Merge step, sending works as expected.
• I can see the “Sender Email” option, but want to keep the sender as the Legal Reviewer.

Ask:
• Is this expected behavior that merged documents require Admin permissions to send?
• Is there any way to allow a DS Sender (Legal Reviewer) to send documents that were generated via XML Merge?

Hi ​@Aishwarya Konki !

Did you check the security folder/file permissions? It’s mandatory that this CLM User has access to the Cover Letter, even as “read only”.

May this explain why a CLM Admin can execute this WF, since CLM Admin (for standard settings) has access to all CLM folders/files.

Hi ​@Vinicius.Rodrigues,

 

I have verified that the CLM user has access to the Cover Letter folder. Could there be any other reason?

 

Regards,

Aishwarya

Hi ​@Vinicius.Rodrigues,

 

I have verified that the CLM user has access to the Cover Letter folder. Could there be any other reason?

 

Regards,

Aishwarya

Hi ​@Aishwarya Konki !
The other possibility is the permission profile setting on CLM and eSign. Essentially, on CLM, the users must have a CLM User profile (or higher), and on the eSignature, must have a DS Sender profile (or higher).

 

Thanks for the response ​@Vinicius.Rodrigues  - The user is a CLM User and DS Sender but still there is an issue

Thanks for the response ​@Vinicius.Rodrigues  - The user is a CLM User and DS Sender but still there is an issue

Hi ​@Aishwarya Konki!
I still think there is something related to user permissions, since admins can do it without issues. Something related to folder/file security. Unfortunately, I’m not part of Docusign Customer Support, so I can’t check your account logs. In this case, I would recommend that you submit a ticket to them, and they’ll be able to support you deeper than I.

Reply


Code of Conduct

Docusign Community

Code of Conduct