31 lines
1.1 KiB
Markdown
31 lines
1.1 KiB
Markdown
# Documentation Plan — salesforce-appraiser-review-letter
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**Purpose:** Lay out the set of core documents and their roles for the Appraiser Review Letter workflow (Salesforce + DocuSign CLM).
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---
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## 1. README.md
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- **Overview:** High-level system explanation, architecture, quick start
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## 2. requirements.md
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- **Functional and Non-Functional Requirements**
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- **Business rules, user stories, field mapping**
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## 3. design.md
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- **Data Model Design:** Objects, relationships, datatypes
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- **Integration:** Merge data JSON, API spec
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- **CLM Template:** Merge tag/logic guide, how variable content/tables are filled
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## 4. CLM_TEMPLATE_GUIDE.md
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- **Details for CLM Template Admins:** Merge tag syntax, dynamic block/table examples, versioning strategy
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## 5. DEPLOYMENT_AND_TESTING.md
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- **Install and Configure:** Project setup, org/CLM config, verification checklist, test plan
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## 6. FEATURES_UPDATE.md
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- **Change Log/Features:** Major improvements, new capabilities, key learnings
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---
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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.**
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