docs: update documentation for multi-copy Authorization to Release feature
requirements.md (v1.1): - Add FR-006: multi-copy Authorization to Release Information requirement - Add US-005: user story for requesting multiple copies - Add future enhancement item for admin-configurable multi-copy forms - Add change log table design.md (v1.1): - Add section 2.4: full design description of the multi-copy feature including configuration constant, new flow elements table, updated flow path diagram, and Apex expansion logic - Update component diagram and Request inner class to include authReleaseFormCopies - Add change log table DEPLOYMENT_AND_TESTING.md (v1.1): - Update Screen Flow setup instructions to document authReleaseFormCopies input parameter and built-in dialog behaviour - Add 'Updating the Multi-Copy Template Name' section with step-by-step instructions for updating the Apex constant and Flow decision condition - Update class/flow reference list - Add change log table api-reference.md: - Bump version header to 1.1
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Paul Huliganga
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@ -218,6 +218,37 @@ Apex Code Coverage: 92%
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---
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## Updating the Multi-Copy Template Name
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The "Authorization to Release Information" template name is stored in **two places**. If this template is ever renamed, update both:
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### 1. Apex constant — `DocusignCompositeEnvelopeBuilder.cls`
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```apex
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// Line ~30 in DocusignCompositeEnvelopeBuilder.cls
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private static final String MULTI_COPY_TEMPLATE_NAME = 'Authorization to Release Information';
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```
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Change the string value to match the new template name (partial match is fine — the query uses `LIKE '%<name>%'`).
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### 2. Flow decision — `Docusign_Envelope_Templates_V3.flow-meta.xml`
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In the `Does_Row_Contain_Auth_Release` decision node, update the `Contains` condition value:
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```xml
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<conditions>
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<leftValueReference>Scan_For_Auth_Release_Template.Name</leftValueReference>
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<operator>Contains</operator>
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<rightValue>
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<stringValue>Authorization to Release Information</stringValue> <!-- update here -->
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</rightValue>
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</conditions>
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```
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After editing the XML, redeploy the flow to your org.
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---
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## Updating Template IDs After Sandbox Refresh
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After a sandbox refresh, Docusign template IDs may become stale and need updating with the correct demo/sandbox template IDs.
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@ -326,12 +357,15 @@ After successful deployment, configure your Salesforce org:
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- **Salesforce Record ID** — {!Record.Id}
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- **Language** — en or es
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- **Email Subject** — Optional custom subject
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- **Authorization to Release Form Copies** — Number of copies (1–3) for the Authorization to Release Information template; populated by the `authReleaseFormCopies` flow variable (defaults to 1)
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4. Output Variables:
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- **Envelope ID** — Unique Docusign envelope ID
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- **Success** — Boolean (true/false)
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- **Error Message** — Error details if creation failed
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5. Save and test the flow
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> **Multi-copy dialog**: If you are using `Docusign_Envelope_Templates_V3`, the flow automatically detects when "Authorization to Release Information" is selected and displays a radio-button screen asking for 1, 2, or 3 copies before sending. No additional Flow configuration is required for this feature.
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---
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## Troubleshooting
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@ -397,7 +431,8 @@ sf apex run test --target-org dev-org --result-format human --code-coverage -v
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## Reference: Classes Deployed
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**Apex Classes:**
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- `DocusignCompositeEnvelopeBuilder` — Main invocable class (Flows)
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- `DocusignCompositeEnvelopeBuilder` — Main invocable class (Flows); includes multi-copy template expansion logic
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- `DocusignEnvelopeRequest` — Invocable input DTO; includes `authReleaseFormCopies` field (v1.1)
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- `DocusignEnvelopeRequestHandler` — Request validation & envelope building (reusable)
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- `DocusignAPIService` — Docusign REST API wrapper
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- `DocusignCredentials` — Custom settings singleton
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@ -408,6 +443,9 @@ sf apex run test --target-org dev-org --result-format human --code-coverage -v
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- `DocusignAPIServiceTest` — Tests for API service
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- `DocusignCredentialsTest` — Tests for credentials
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**Flows:**
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- `Docusign_Envelope_Templates_V3` — Main template selection flow; includes multi-copy dialog for Authorization to Release Information (v1.1)
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**Custom Settings:**
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- `Docusign_Configuration__c` — Stores Account ID and Base URL
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@ -428,3 +466,12 @@ For more details, see:
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- `docs/deployment-guide.md` — Detailed deployment instructions
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- `docs/api-reference.md` — API reference
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- `docs/design.md` — Architecture & design decisions
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---
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## Change Log
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| Version | Date | Author | Summary |
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|---------|------|--------|---------|
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| 1.0 | 2026-02-23 | Paul Huliganga | Initial release |
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| 1.1 | 2026-03-11 | Paul Huliganga | Added multi-copy Authorization to Release Information feature; added "Updating the Multi-Copy Template Name" section; updated Screen Flow setup instructions and class reference |
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@ -1,8 +1,8 @@
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# API Reference
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**Project**: Salesforce Composite Envelope Builder
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**Version**: 1.0
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**Date**: February 23, 2026
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**Version**: 1.1
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**Date**: February 23, 2026 (updated March 11, 2026)
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---
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@ -1,8 +1,8 @@
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# Design Document
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**Project**: Salesforce Composite Envelope Builder
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**Version**: 1.0
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**Date**: February 23, 2026
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**Version**: 1.1
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**Date**: February 23, 2026 (updated March 11, 2026)
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**Author**: Paul Huliganga
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---
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@ -52,9 +52,10 @@
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│ │ Business Logic Layer (Apex) │ │
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│ │ │ │
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│ │ ┌─────────────────────────────────────────┐ │ │
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│ │ │ DocusignCompositeEnvelopeBuilder │ │ │
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│ │ │ DocusignCompositeEnvelopeBuilder │ │ │
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│ │ │ - @InvocableMethod entry point │ │ │
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│ │ │ - Input validation │ │ │
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│ │ │ - Multi-copy template expansion │ │ │
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│ │ │ - Composite JSON construction │ │ │
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│ │ │ - Envelope ID return │ │ │
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│ │ └──────────────────┬──────────────────────┘ │ │
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@ -98,6 +99,7 @@
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**Responsibilities**:
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- Receive template IDs from Screen Flow
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- Validate inputs
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- Expand multi-copy templates (e.g. Authorization to Release Information)
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- Construct composite template JSON
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- Delegate API call to service class
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- Return envelope ID to Flow
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@ -141,6 +143,9 @@ public class Request {
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@InvocableVariable(required=false label='Email Subject')
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public String emailSubject;
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@InvocableVariable(required=false label='Authorization to Release Form Copies')
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public Integer authReleaseFormCopies; // 1–3; only used when that template is selected
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@InvocableVariable(required=false label='Custom Fields')
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public Map<String, String> customFields; // For merge fields
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}
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@ -234,6 +239,95 @@ public DateTime tokenExpiry { get; private set; }
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---
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## 2.4 Multi-Copy Template Feature (v1.1)
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### Overview
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Certain templates may need to be included multiple times in a single envelope (e.g. the **Authorization to Release Information** form, available in both English and Spanish). Rather than requiring users to build separate envelopes, the flow detects this template and prompts for a copy count before sending.
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### Configuration
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The template is identified by a **single constant** in `DocusignCompositeEnvelopeBuilder.cls`:
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```apex
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// ============================================================
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// MULTI-COPY TEMPLATE: Update this if the template name changes.
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// Both English and Spanish versions share this base name.
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// ============================================================
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@TestVisible
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private static final String MULTI_COPY_TEMPLATE_NAME = 'Authorization to Release Information';
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```
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To rename the template, update this one constant. The Apex code uses a `LIKE '%<name>%'` SOQL query, so the match is case-insensitive and partial — it covers both language variants automatically.
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The Flow also has a single `Contains` check in the `Does_Row_Contain_Auth_Release` decision node, which must be updated to match.
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### Flow Changes
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The following new elements were added to `Docusign_Envelope_Templates_V3`:
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| Element | Type | Purpose |
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|---------|------|---------|
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| `Scan_For_Auth_Release_Template` | Loop | Iterates all selected rows to look for the target template |
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| `Does_Row_Contain_Auth_Release` | Decision | Checks if the current row's `Name` contains `"Authorization to Release Information"` |
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| `Flag_Auth_Release_Selected` | Assignment | Sets `authReleaseTemplateSelected = true` when match is found |
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| `Is_Auth_Release_Selected` | Decision | After scan loop: routes to copies screen if flag is true, otherwise skips |
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| `Authorization_Copies_Screen` | Screen | Shows instruction text + radio buttons (1 copy / 2 copies / 3 copies) |
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| `authReleaseFormCopies` | Variable (Number, default 1) | Stores the user's copy-count selection |
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| `authReleaseTemplateSelected` | Variable (Boolean, default false) | Flag set during the scan loop |
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| `AuthCopies_1/2/3` | Choices | Radio button options with numeric values 1 / 2 / 3 |
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The `authReleaseFormCopies` variable is passed to the Apex Invocable Action as a new input parameter.
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#### Updated Flow Path (after row selection)
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```
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Check_Row_Selection → Scan_For_Auth_Release_Template (loop)
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│ per row → Does_Row_Contain_Auth_Release
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│ Yes → Flag_Auth_Release_Selected → (continue loop)
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│ No → (continue loop)
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└ loop ends → Is_Auth_Release_Selected
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Yes → Authorization_Copies_Screen → Build_Template_ID_Collection
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No → Build_Template_ID_Collection (unchanged)
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```
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### Apex Changes
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**`DocusignEnvelopeRequest.cls`** — new `@InvocableVariable`:
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```apex
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@InvocableVariable(
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label='Authorization to Release Form Copies'
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description='Number of times to include the Authorization to Release Information template (1-3).'
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required=false
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)
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global Integer authReleaseFormCopies;
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```
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**`DocusignCompositeEnvelopeBuilder.cls`** — multi-copy expansion logic runs before the document list is built:
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```apex
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// Expand multi-copy templates
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List<String> expandedTemplateIds = new List<String>(req.templateIds);
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Integer copies = (req.authReleaseFormCopies != null && req.authReleaseFormCopies > 1)
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? Math.min(req.authReleaseFormCopies, 3) : 1;
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if (copies > 1) {
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List<String> multiCopyIds = [
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SELECT dfsle__DocuSignId__c FROM dfsle__EnvelopeConfiguration__c
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WHERE dfsle__DocuSignId__c IN :req.templateIds
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AND Name LIKE :('%' + MULTI_COPY_TEMPLATE_NAME + '%')
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].dfsle__DocuSignId__c;
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for (String id : multiCopyIds) {
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for (Integer i = 1; i < copies; i++) {
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expandedTemplateIds.add(id);
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}
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}
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}
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```
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Duplicate template IDs are intentionally **not deduplicated** when multi-copy is in effect. The label builder appends `" (Copy 2)"` / `" (Copy 3)"` suffixes to keep document labels distinct within the envelope.
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---
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## 3. Data Flow
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### 3.1 Sequence Diagram: Send Composite Envelope
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@ -645,3 +739,12 @@ Accept: application/json
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**Document Status**: Draft
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**Next Steps**: Review with stakeholders, begin Apex development
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**Estimated Effort**: 3-5 days development + 2 days testing
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---
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## Change Log
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| Version | Date | Author | Summary |
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|---------|------|--------|---------|
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| 1.0 | 2026-02-23 | Paul Huliganga | Initial release |
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| 1.1 | 2026-03-11 | Paul Huliganga | Added section 2.4 — multi-copy Authorization to Release Information feature; updated component diagram, Request inner class, and sequence diagram |
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@ -1,8 +1,8 @@
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# Requirements Document
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**Project**: Salesforce Composite Envelope Builder
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**Version**: 1.0
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**Date**: February 23, 2026
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**Version**: 1.1
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**Date**: February 23, 2026 (updated March 11, 2026)
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**Author**: Paul Huliganga
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---
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@ -44,6 +44,17 @@ Replace combination templates with **28 single-form templates** (14 forms × 2 l
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- Minimum 1 form, maximum 14 forms per envelope
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- User can select all, none, or any combination
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#### FR-006: Multiple Copies of Authorization to Release Information
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**Priority**: Medium
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**Description**: When the "Authorization to Release Information" template (English or Spanish) is selected, users may include 1, 2, or 3 copies of that form in the same envelope
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**Acceptance Criteria**:
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- After template selection, if "Authorization to Release Information" is among the selected templates, an additional dialog screen is displayed before sending
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- The dialog presents a radio-button selection: **1 copy** (default), **2 copies**, **3 copies**
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- If the user selects 2 or 3 copies, the template is added to the envelope that many times, each appearing as a distinct document
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- Additional copies are labelled with a `(Copy N)` suffix in the envelope document list so they are distinguishable
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- If "Authorization to Release Information" is not selected, the dialog is skipped entirely and default behaviour is unchanged
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- The template name used for matching is stored in a single constant (`MULTI_COPY_TEMPLATE_NAME`) in the Apex class and a single string value in the Flow decision, making it straightforward to update if the template is renamed
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#### FR-003: Single Envelope Generation
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**Priority**: High
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**Description**: All selected forms must be combined into ONE envelope
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@ -202,6 +213,20 @@ Replace combination templates with **28 single-form templates** (14 forms × 2 l
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- And envelope ID is returned to Salesforce
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- And I see a success confirmation
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### US-005: Request Multiple Copies of Authorization to Release Information
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**As a** Salesforce user
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**I want to** include more than one copy of the Authorization to Release Information form in a single envelope
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**So that** I can obtain multiple authorisations in one signing ceremony
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**Acceptance Criteria**:
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- Given I have selected the "Authorization to Release Information" template (English or Spanish) along with any other forms
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- When I click "Send" on the template selection screen
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- Then a new dialog appears asking "How many copies of this form should be included in the envelope?"
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- And the dialog offers radio-button options: 1 copy (pre-selected), 2 copies, 3 copies
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- When I select 2 copies and click "Next"
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- Then the resulting envelope contains 2 copies of the Authorization form plus all other selected forms
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- And I see the standard success confirmation after sending
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### US-004: View Completed Documents
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**As a** Salesforce user
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**I want to** see completed documents attached to the Salesforce record
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@ -296,6 +321,16 @@ The following are explicitly out of scope for the initial release:
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4. **Bulk operations**: Send envelopes to multiple records
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5. **Template management UI**: Admin UI for template configuration
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6. **Analytics**: Track which form combinations are most common
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7. **Configurable multi-copy forms**: Extend the multi-copy pattern to other templates without code changes (admin-configurable list)
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---
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## 11. Change Log
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| Version | Date | Author | Summary |
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|---------|------|--------|---------|
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| 1.0 | 2026-02-23 | Paul Huliganga | Initial release |
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| 1.1 | 2026-03-11 | Paul Huliganga | Added FR-006 (multi-copy Authorization to Release Information), US-005, updated constraints |
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---
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