> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign

> Connect DocuSign so guides can verify signatures against live envelope status and agents can send, track, and follow up on agreements.

"The contract is signed" is exactly the kind of claim Thread refuses to take on faith. Connecting DocuSign gives guides a live envelope read to verify it — and gives agents the tools to send agreements, watch signing progress, nudge the unsigned, and pull down the completed document.

## What it powers

**Guide verification.** Attach the DocuSign tool to a guide and its scope is derived automatically: it sees the envelopes matched to the **email on the customer's record**, resolved fresh at read time — nothing pinned, nothing authored. When the outcome is "agreement signed," the guide closes it on a fresh envelope read, not on the customer's say-so. See [Outcomes and verification](/guides/outcomes-and-verification).

**Milestone checks.** Motion milestone verification can consult DocuSign's read tools as evidence, like any connected connector. See [Milestones and verification](/motions/milestones-and-verification).

**Agent tools.** Agents in Motions and workflows get a scoped DocuSign toolset:

| Reads                                                               | Writes (approval-gated)                                                                       |
| ------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| Envelope status, with per-recipient signing progress                | Send an envelope — from a DocuSign template with role assignments, or from uploaded documents |
| List envelopes by status, date, or text                             | Resend to signers who haven't finished                                                        |
| List your DocuSign templates                                        | Void an envelope (reason required; completed envelopes can't be voided)                       |
| Download completed documents, including the audit-trail certificate |                                                                                               |

Sends and voids follow per-action autonomy like everything else an agent does — actions you haven't opted out of approval for land in your [Inbox](/inbox/overview) first.

## Connect DocuSign

<Steps>
  <Step title="Open Connectors → DocuSign → Connect">
    In Thread, go to **Connectors → DocuSign** and click **Connect**. Sign in to DocuSign and
    approve access. One DocuSign account per organization.
  </Step>

  <Step title="Confirm the account">
    The connector page shows the connected DocuSign account name and ID, plus an environment badge.
  </Step>

  <Step title="Test the connection">
    Use **Test Connection** on the connector page to confirm reads work end to end.
  </Step>
</Steps>

<Note>
  Thread's DocuSign connection currently runs against DocuSign's **demo environment** while
  Thread's DocuSign partner listing completes. The connector page's environment badge shows which
  environment your connection uses. If your agreements live in a production DocuSign account,
  contact support before relying on this connector.
</Note>

## Scope

* A guide's DocuSign tool sees only envelopes whose signer email matches the customer record it's bound to, matched exactly — never fuzzy, never someone else's paperwork.
* Agent tools operate with the access of the connected DocuSign account; DocuSign's own permissions apply.

## Troubleshooting

<AccordionGroup>
  <Accordion title="A guide's envelope check finds nothing">
    The check matches by the email on the customer's record. If the agreement was sent to a
    different address (a legal contact, a distribution list), the read won't see it — fix the
    email on the record, or confirm the outcome manually.
  </Accordion>

  <Accordion title="Can't download a document">
    Documents download only from **completed** envelopes. Check the envelope's status first — a
    voided or in-progress envelope has nothing final to fetch.
  </Accordion>

  <Accordion title="Send fails from a template">
    Confirm the template exists in the connected DocuSign account and that every required role in
    the template is assigned a recipient.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Outcomes and verification" icon="badge-check" href="/guides/outcomes-and-verification">
    How a fresh envelope read closes a guide's outcome.
  </Card>

  <Card title="Motion agents" icon="robot" href="/motions/agents">
    Where DocuSign tools show up in agent runs and approvals.
  </Card>
</CardGroup>