# Documentation Plan — salesforce-appraiser-review-letter

**Purpose:** Lay out the set of core documents and their roles for the Appraiser Review Letter workflow (Salesforce + DocuSign CLM).

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## 1. README.md
- **Overview:** High-level system explanation, architecture, quick start

## 2. requirements.md
- **Functional and Non-Functional Requirements**
- **Business rules, user stories, field mapping**

## 3. design.md
- **Data Model Design:** Objects, relationships, datatypes
- **Integration:** Merge data JSON, API spec
- **CLM Template:** Merge tag/logic guide, how variable content/tables are filled

## 4. CLM_TEMPLATE_GUIDE.md
- **Details for CLM Template Admins:** Merge tag syntax, dynamic block/table examples, versioning strategy

## 5. DEPLOYMENT_AND_TESTING.md
- **Install and Configure:** Project setup, org/CLM config, verification checklist, test plan

## 6. FEATURES_UPDATE.md
- **Change Log/Features:** Major improvements, new capabilities, key learnings

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**You can add more docs as needed (e.g., UX mocks, API payload samples, FAQ). This plan keeps reference and handoff friction low.**