FEATURES_UPDATE.md: rewrote from scratch — was a stub from February
describing only docs-writing activity. Now documents all implemented
features: CLM generation stack, account/letter config metadata, eSignature
browsing layer, infrastructure, and what is not yet built.
NEXT_STEPS_DOCGEN.md: expanded from CLM-launch-only scope to cover the
full Phase 2 eSignature envelope creation plan (tracking fields, createEnvelope
approaches, persistence, UI button) and Phase 3 additional letter types.
CURRENT_STATUS.md: fix two remaining absolute /home/paulh/... doc links.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
SALESFORCE_SETUP.md:
- Rewrite "What was added" to cover all current fields, metadata types,
Apex classes, LWC components, named credentials, and permission sets
- Add DocusignESignatureServiceTest to the test run command
README.md:
- Replace absolute /home/paulh/... paths with relative ./FILE.md links
CLM_INTEGRATION.md:
- Pattern 1: replace wrong 3-arg trigger callout with correct Queueable pattern
(triggers cannot make direct callouts)
- Pattern 2: mark LWC quick action as implemented (no longer a recommendation)
- Pattern 3: update REST resource to use CLMAdminService.generateDocument signature
- Payload/request/response: replace old pre-XML format with current
documentxmlmergetasks JSON and XML structure
- Template design: replace Handlebars syntax with CLM XML merge description
NEXT_STEPS_DOCGEN.md:
- Mark Option B (LWC quick action) as complete
- Replace open-ended "what to confirm" with forward-looking guidance on
extending to NOD, Education, and Intent to Remove letter types
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
paulh