2. Installation & Setup 3 2.1 | Initial Setup and Configuration 2.2 | Template Routing Rule Configuration 2.3 | Custom Lifecycle Management
3. Running RLM Instances 7 3.1 | RLM Instance 1: Approved with No Redlining 3.2 | RLM Instance 2: Declined with Redlining 3.3 | Client Negotiation – Multiple Negotiations 3.4 | Inbound Instance (3rd Party Paper) 3.5 | Ad-hoc Outbound Document 3.6 | Search RLM Repository
4. Updating Salesforce (Data Writeback) 3 4.1 | Update Salesforce Fields – No Writeback 4.2 | Update Salesforce Fields – Writeback 4.3 | Writeback Different Field Types
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