How-to guides overview

The how-to guides in this section demonstrate how common Docusign eSignature for Salesforce 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
How to authenticate
How to obtain consent
How to send an envelope
How to use embedded signing
How to bulk send envelopes
How to send multiple envelopes
How to send an envelope with tabs
How to send an envelope with email reminders
How to send an envelope to an In Person Signer
How to transform PDF form fields
How to send an envelope from a Salesforce flow
How to send an envelope from an Apex trigger
How to perform unit testing
How to send an envelope with merge fields