salesforce-appraiser-review-letter/docs/NEXT_STEPS_DOCGEN.md

Next Steps — DocuSign CLM Launch Path

I added a placeholder Quick Action metadata file so there is an explicit place in the project for the document generation launch pattern.

Reality check

DocuSign CLM launch configuration varies by package and org setup. Because of that, the action in this repo is a scaffold/placeholder, not a guaranteed final production action.

Implementation status

Option B — LWC / Quick action ✅ Complete

The clmDocGenWorkbench LWC quick action is fully implemented and deployed. It uses CLMAdminService and CLMDocGenCallout for the full generate → poll → attach workflow.

Option A — Screen Flow (alternative entry point)

If a Flow-based launch is preferred (e.g., to add approval steps or prefill inputs):

• Create a Screen Flow that accepts recordId
• Call CLMAdminService.generateDocument() via an Apex Action step, passing account code, template href, destination folder href, and destination filename
• Show task status by polling CLMAdminService.getTaskStatus()

Option C — Button / URL hack

Not recommended.

What to confirm before extending to additional letter types

1. CLM template hrefs for NOD, Education, and Intent to Remove letters
2. Whether those letters use the same destination folder structure or need separate CLM_Letter_Definition__mdt folder overrides
3. Any differences in deficiency display or field set for those letter types