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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).

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

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