composite-envelope-builder/docs/FEATURES_UPDATE.md

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+# Features Update — Salesforce Composite Envelope Builder
+
+**Date:** February 25, 2026
+**Prepared by:** Cleo (OpenClaw agent)
+
+---
+
+## Overview
+This document summarizes all recent enhancements and refactors to the Salesforce Composite Envelope Builder project. It is intended for internal tracking and as a reference for future development and rollout.
+
+---
+
+## Major Updates (2026-02-25)
+
+### 1. Salesforce Flow V3 Composite Envelope Send
+- Enabled sending a single envelope containing multiple Docusign templates directly from Salesforce Flow.
+- Replaced individual envelope sends (one per template) with a composite call using custom Apex logic.
+- Templates looped in Screen Flow, short names concatenated for document label, better visibility for recipients.
+
+### 2. Email Subject & Body Improvements
+- Envelope email subject now dynamically uses the combined document names (Short_Name__c, comma-separated).
+- Envelope email body concatenates all template email messages (`dfsle_EmailMessage__c`), visually separated by `---` lines for clarity.
+- No longer uses template-level subject for the envelope; keeps subject concise and relevant.
+
+### 3. Authentication Refactor
+- Removed custom Apex authentication (DocusignAPIService/DocusignCredentials).
+- All composite envelope sends now use dfsle managed package authentication, with no reliance on custom credentials or Named Credentials.
+- Simplified error handling and removed obsolete credential loading logic.
+
+### 4. Codebase Cleanup
+- Deleted legacy classes and tests (`DocusignAPIService`, `DocusignCredentials`, and related tests) from both Salesforce instance and Git repository.
+- All business logic now consolidated in `DocusignCompositeEnvelopeBuilder`, `DocusignEnvelopeRequest`, `DocusignEnvelopeRequestHandler`, and `DocusignEnvelopeResult`.
+
+### 5. Flow XML & Deployment Workflow
+- Updated Flow XML (`Docusign_Envelope_Templates_V3.flow-meta.xml`) for new composite logic.
+- Ensured alphabetical ordering of Flow XML elements by type.
+- Maintained deployment/test scripts for Bash and PowerShell compatibility.
+
+---
+
+## Additional Document Updates Needed
+
+- **README.md/introduction:** Should add a summary of these composite envelope changes, new flow architecture, and authentication approach.
+- **requirements.md:** May want to clarify new minimum requirements for envelope sending, reduced maintenance burden due to composite logic, and authenticate only via dfsle package.
+- **DEPLOYMENT_AND_TESTING.md:** Remove instructions relating to now-deleted classes; ensure steps are clear for current deploy/test cycle with new flow and class setup.
+
+---
+
+**Action**: Please review and update these docs as needed.  This features update provides a reference for stakeholders and future work.