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>
> Documentation indexes by section:
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> - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt
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> - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt
>
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> OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json
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# How-to guides overview

> Discover common scenario integrations and how to implement Docusign eSignature for Salesforce and the Apex Toolkit.

## How-to guides overview

The how-to guides in this section demonstrate how common [Docusign eSignature for Salesforce](/docs/salesforce/salesforce101) scenarios work and how you can implement them into your own apps. All code examples in this section show how to use the Apex Toolkit, which is installed with the Docusign eSignature for Salesforce managed package.

Each Apex Toolkit how-to guide is listed below:

* [How to install the Apex Toolkit](/docs/salesforce/how-to/apex-toolkit-install)
* [How to authenticate](/docs/salesforce/how-to/authenticate)
* [How to obtain consent](/docs/salesforce/how-to/obtain-consent)
* [How to send an envelope](/docs/salesforce/how-to/send-envelope)
* [How to use embedded signing](/docs/salesforce/how-to/embedded-sending-signing)
* [How to bulk send envelopes](/docs/salesforce/how-to/bulk-send)
* [How to send multiple envelopes](/docs/salesforce/how-to/multi-send)
* [How to send an envelope with tabs](/docs/salesforce/how-to/send-envelope-with-tabs)
* [How to send an envelope with email reminders](/docs/salesforce/how-to/send-envelope-with-email-reminders)
* [How to send an envelope to an In Person Signer](/docs/salesforce/how-to/send-envelope-to-in-person-signer)
* [How to transform PDF form fields](/docs/salesforce/how-to/transform-pdf-form-fields)
* [How to send an envelope from a Salesforce flow](/docs/salesforce/how-to/send-envelope-from-salesforce-flow)
* [How to send an envelope from an Apex trigger](/docs/salesforce/how-to/send-envelope-from-trigger)
* [How to perform unit testing](/docs/salesforce/how-to/unit-testing)
* [How to send an envelope with merge fields](/docs/salesforce/how-to/send-envelope-with-merge-fields)

> Discover common scenario integrations and how to implement Docusign eSignature for Salesforce and the Apex Toolkit.

## Docs

- [How to install the Apex Toolkit](https://developers.docusign.com/docs/salesforce/how-to/apex-toolkit-install.md): The Apex Toolkit is available within the Docusign eSignature for Salesforce Essentials managed package. Find out here how to install it on your system.
- [How to authenticate](https://developers.docusign.com/docs/salesforce/how-to/authenticate.md): After installing or upgrading Apex Toolkit v2+, you must authenticate with Docusign. Discover how with this walk-through of the authentication process.
- [How to obtain consent](https://developers.docusign.com/docs/salesforce/how-to/obtain-consent.md): Discover how to obtain consent using Docusign OAuth in your application using the Apex Toolkit.
- [How to send an envelope](https://developers.docusign.com/docs/salesforce/how-to/send-envelope.md): Learn how to use the Apex Toolkit with Docusign eSignature for Salesforce to create a function to apply a Docusign template to an envelope and send it from Salesforce.
- [How to use embedded signing](https://developers.docusign.com/docs/salesforce/how-to/embedded-sending-signing.md): Learn how to use embedded signing within the Salesforce environment integrations with the Apex Toolkit.
- [How to bulk send envelopes](https://developers.docusign.com/docs/salesforce/how-to/bulk-send.md): Demonstrates how to send envelopes in bulk to multiple recipients using the Apex Toolkit.
- [How to send multiple envelopes](https://developers.docusign.com/docs/salesforce/how-to/multi-send.md): Learn how to use the capabilities of the Apex Toolkit to send multiple customized envelopes in a single transaction from within Salesforce.
- [How to send an envelope with tabs](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-tabs.md): Learn how to add tabs to your envelopes with the Apex Toolkit.
- [How to send an envelope with email reminders](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-email-reminders.md): See how to send an envelope with email reminders using the APEX toolkit.
- [How to send an envelope to an In Person Signer](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-to-in-person-signer.md): In Person Signing allows a host to facilitate a Docusign session for a signer who is physically in the same location as them.
- [How to transform PDF form fields](https://developers.docusign.com/docs/salesforce/how-to/transform-pdf-form-fields.md): Learn how to use PDF form field transformation within the Apex Toolkit.
- [How to send an envelope from a Salesforce flow](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-from-salesforce-flow.md): Learn how to send an envelope from a flow created with the Salesforce Flow Builder.
- [How to send an envelope from an Apex trigger](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-from-trigger.md): Learn how to use the capabilities of the Apex Toolkit to send envelopes through an Apex trigger.
- [How to send an envelope with merge fields](https://developers.docusign.com/docs/salesforce/how-to/send-envelope-with-merge-fields.md): Learn how to use merge fields in your envelopes sent with the Apex Toolkit.
- [How to bulk send envelopes with merge fields and data writeback](https://developers.docusign.com/docs/salesforce/how-to/bulk-send-with-merge-fields-data-writeback.md): Learn how to use the Apex Toolkit to bulk send envelopes with merge fields.
- [How to perform unit testing](https://developers.docusign.com/docs/salesforce/how-to/unit-testing.md): Learn how to unit test your Salesforce integration code with the Apex Toolkit.