> ## Documentation Index
> Fetch the complete documentation index at: https://ai-kb.automationanywhere.com/llms.txt
> Use this file to discover all available pages before exploring further.

# DocuSign Toolkit

> List envelopes and templates and inspect DocuSign account details via OAuth

The **DocuSign** toolkit lets agents list envelopes, get envelope details, list templates, and retrieve account information. Authentication is **per-user OAuth**.

Add it on the agent **Toolkits** tab. The first use prompts the user to connect DocuSign if they have not already.

## Prerequisites

* A DocuSign account with access to the envelopes and templates the agent should use
* DocuSign OAuth configured for your organization (admin)
* An agent you can edit
* Users must complete the DocuSign OAuth connect flow when prompted

## Setup

1. Confirm an admin has configured DocuSign OAuth (Client ID, Client Secret, redirect URI, base URL).
2. Open the agent → **Toolkits** → add **DocuSign**.
3. Save the agent. In **Chat**, connect DocuSign when prompted.
4. `@`-mention DocuSign tools for envelope and template lookups.

## Available tools

| Tool                     | Description                                |
| ------------------------ | ------------------------------------------ |
| **List Envelopes**       | Lists envelopes for the connected account. |
| **Get Envelope Details** | Returns details for a single envelope.     |
| **List Templates**       | Lists templates.                           |
| **Get Account Info**     | Returns DocuSign account information.      |

## Use cases

* Check status of outstanding envelopes
* Look up a template before starting a signing workflow elsewhere
* Confirm which DocuSign account is connected

## Tips

* Access is limited to what the **connected DocuSign user** can see.
* Use envelope IDs from **List Envelopes** when fetching details.

## Troubleshooting

| Symptom                | What to check                                               |
| ---------------------- | ----------------------------------------------------------- |
| OAuth / connect errors | Admin app settings (base URL, redirect URI, scopes)         |
| Empty envelope list    | Account and folder filters; reconnect with the correct user |
| Template list empty    | Template sharing permissions for the connected user         |

## Related

* [Toolkits overview](/agents/toolkits/overview)