3.1 | RLM Instance 1: Approved with No Redlining

This task guides you through initiating a basic RLM instance where a document is sent for approval and returned without any redlining.

1. Initiating an RLM Instance:
   • Using a test record of the object to which RLM was added in Task 1.6 (e.g., an Opportunity record), send a document generated with Drawloop to your test email address.

• Steps:
  • Select an Opportunity record.
  • Under the “Launcher” tab of the Redlining Manager, select:
    • “Send Document (outbound)”
    • Choose a contact from the picklist. This contact must have your test email address verified.
    • “Generate Document”
    • Select the appropriate Docgen Package.
    • Select the Docgen Delivery Option.
    • Choose a workflow.
    • Ensure “Use Clause Library” is unchecked for this simple instance.
    • Click the “Next” button.

1. Viewing the New Redlining Instance:
   • Click on the newly created Redlining Instance (e.g., RLM-1917) to access its details.

1. Reviewing the Generated Document:
   • From the instance window, the document generated by Drawloop can be viewed under “Notes & Attachments.”
   • The document can be viewed and downloaded by clicking on the attachment.

1. Understanding the Redlining Timeline:
   • The timeline visually represents the different stages of the workflow. For this example, the instance progresses through “New Document,” “Prepare Document,” “Sent to Client,” and is currently “Pending Client Feedback.”

• Each timeline entry can be expanded to display more information about each revision. Clicking on an entry will show the instance’s details at that specific workflow stage.

1. Responding to the Email (as the Customer):
   • As the simulated customer, check your inbox and download the document for review.
   • Approval Keywords: For this task, respond with one of the approved keywords (configured via the Redlining Manager Admin tab and displayed in the email).
   • Action: Respond with “Approved.” These keywords are configured via the Redlining Manager Admin tab and are displayed in the email.

• Workflow Completion: The “Approved” response will be captured in Salesforce, completing the workflow for this redlining instance.
• Document Management: Since no changes were made and the response was approved, the document is cloned and added to the “Notes & Attachments” section.

• Instance Status: The instance will be marked as “Complete” and “Approved.”