Technical Guide & Workflow

Welcome to the technical documentation hub for the DocGen & eSign system. This page is your central directory for the technical guides in this workflow, helping you understand how templates are configured, documents are generated, PDFs are processed, and signatures are completed.

This guide covers the technical flow for configuring document templates, including template setup, field mapping, signer mapping, and the Salesforce configuration required for document generation and signing. Refer to the DocGen & eSign - Document Template Creation Module

This guide covers the technical flow for integrating the Nutrient PDF Web Viewer to load documents, manage PDF form fields, populate templates, apply field behaviour, and convert completed documents to PDF. Refer to the Docgen & Signing Flow — Technical Architecture & Reference

This guide covers the technical flow for generating documents from configured templates, merging Salesforce data, creating workflow records, preparing PDF and Word outputs, and producing documents for signing. Refer to the Docgen & eSign - Document Workflow Generation Module

This guide covers the technical signing flow from public link access and identity verification through PDF signing, digital certificate processing, signature submission, and workflow completion. Refer to the Docgen & Signing Flow — Technical Architecture & Reference

This guide covers the technical flow for sending documents for eSignature without a pre-created document template — including ad-hoc document selection, runtime signer configuration, workflow creation, and signature collection. Refer to the https://cloudmaven.atlassian.net/wiki/x/AoDngw

This guide covers the technical architecture for the reminder email system — including manual and automated reminder paths, LWC components, Apex invocable methods, batch scheduling, email token substitution, and audit logging. Refer to the https://cloudmaven.atlassian.net/wiki/x/BIB_gw