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paulh c49d127db1 Update FEATURES_UPDATE and NEXT_STEPS to reflect current state 
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>
 		2026-04-09 21:16:58 -04:00
..
AppraiserReviewLetter_Template.docx Add Appraiser Review Letter template and XML merge data 2026-04-05 14:22:57 -04:00
CLM_INTEGRATION.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
CLM_TEMPLATE_GUIDE.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
CLM_TEMPLATE_MAPPING_SNIPPET.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
CURRENT_STATUS.md Update FEATURES_UPDATE and NEXT_STEPS to reflect current state 2026-04-09 21:16:58 -04:00
DEPLOYMENT_AND_TESTING.md Create Appraiser Case custom record and DocGen service 2026-04-05 14:31:51 -04:00
FEATURES_UPDATE.md Update FEATURES_UPDATE and NEXT_STEPS to reflect current state 2026-04-09 21:16:58 -04:00
NEXT_STEPS_DOCGEN.md Update FEATURES_UPDATE and NEXT_STEPS to reflect current state 2026-04-09 21:16:58 -04:00
PRODUCT_SPEC.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
README.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
SALESFORCE_SETUP.md Retrieve AcctDemo_NamedCreds into source; add to manifest 2026-04-09 21:01:23 -04:00
appraiser-llm-chat.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
design.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00
document-plan.md Initial commit: Salesforce Appraiser Review Letter with DocuSign CLM integration 2026-04-03 12:13:59 -04:00
requirements.md Update documentation to reflect current architecture 2026-04-09 20:36:29 -04:00

README.md

Appraiser Review Letter Generator (Salesforce + DocuSign CLM)

Overview

This repo contains a Salesforce metadata project for generating appraiser review letters from Appraiser_Case__c data in DocuSign CLM, while also providing a growing proof-of-concept surface for DocuSign eSignature API workflows.

Current status

  • The repo is standardized on the XML CLM merge path built around AppraiserCasePayloadBuilder + CLMDocGenCallout.
  • Appraiser_Case_Deficiency__c is the canonical child deficiency object used by both the UI and document generation.
  • Account-based DocuSign configuration lives in CLM_Account_Setting__mdt.
  • The current Salesforce UI includes:
    • the Generate Review Letter quick action for CLM doc gen
    • the Docusign eSignature record tab for eSignature browsing
  • CLM generation, task tracking, file attachment, and eSignature template/envelope browsing are all implemented.

Read this first

Documentation note

Older planning docs still exist, but PRODUCT_SPEC.md, CURRENT_STATUS.md, SALESFORCE_SETUP.md, and the source code are now the best reflection of the project.

Last updated: 2026-04-09