* [Home](/README.md)

* [Frequently Asked Questions](faq.md)

* Quick Start
  * [Installing iDialogue](gettingstarted/installing.md)
  * [Enabling CRM Content](gettingstarted/enable_crm_content.md)
  * [Configuring Document Library](gettingstarted/uploading_files.md)
  * [Configuring CX Rooms](gettingstarted/configure_portal.md)
  * [Adding Lightning Component to Page](gettingstarted/lex_page_layout.md)  
  * [Security and Access](gettingstarted/security.md)
  * [Granting Account Login Access (Support)](gettingstarted/grant_accountloginaccess.md)

* AI Agents
    * [AI Overview](ai/overview.md)
    * [AI Quick Start](ai/quick_start.md)
    * [Conversational Chat AI](ai/chat_bots.md)
    <!-- * [AI Flow Actions](ai/flow_actions.md) -->
    <!-- * [File GPT](ai/fileGPT.md) -->    
    * [Prompt Engineering](ai/prompt_engineering.md)
    <!-- * [iDialogue AI Methodology](ai/methodology.md) -->
    * [Limits and Considerations](ai/limits.md) 
    * [AI Security](ai/security.md)  
    * [Apex](ai/apex.md)  


 * Document Generation
    * [Template Tags](core-features/word-docs/template-tags.md)
    * [Formatting](core-features/word-docs/format.md)
    * [Sections](core-features/word-docs/sections.md)
    * [Mapping Tags to Objects and Fields](core-features/word-docs/mappingtagstoobjectsandfields.md)
    * [Table Rows](core-features/word-docs/tablerows.md)
    * [Checkboxes and Forms](core-features/word-docs/checkbox.md)
    * [Images](core-features/word-docs/images.md)
    * [Generating Test Records](core-features/word-docs/generatetestrecords.md)
    * [Dynamic Formula Tags](core-features/word-docs/dynamicformulatags.md)

* Digital Signatures
  * [Adding eSign to Documents](esign/addesigntoword.md)
  * [Mapping eSign Tags](esign/esigntagbuilder.md)
  * [eSign Portal](esign/addesignportalplugin.md)
  * [Managing Signers](esign/esignlex.md)
  * [Signing Documents](esign/esignportal.md)
  * [Signing Ad Hoc Documents](esign/esignadhoc.md)

* Customer Experience (CX)
    * [CX Overview](documentportal/portal_overview.md)
    * [Create a New CX Room](documentportal/create_newportal.md)
    * [Adding Plugins to Pages](documentportal/add_pluginstopages.md)
    * [Document Plugin](documentportal/documentplugin.md)
    * [Action Buttons](documentportal/actionbutton.md) 
    * [Text Plugin](documentportal/textplugin.md)
    * [Web Forms](documentportal/webforms.md)
    * [Payment Method Plugin](documentportal/paymentplugin.md)

 * Document Rooms
    * [Rooms Component Overview](core-features/lightningexperience/lexoverview.md)
    * [Add Rooms to Page Layouts](core-features/lightningexperience/addinglexcomponenttopagelayout.md)
    * [Selecting Rooms](core-features/lightningexperience/lexportalselections.md)
    * [Generate Documents](core-features/lightningexperience/generaterecorddocuments.md)
    * [Upload Documents](core-features/lightningexperience/uploaddocuments.md)
    * [Add Members to Room](core-features/lightningexperience/addingmemberstoroom.md)
    * [Read Receipts and Activity](core-features/lightningexperience/readreceiptsandactivity.md)

* Dynamic Emails
    * [Email Overview](email/overview)  
    * [Setup](email/configure)  
    * [Email API](email/api)  
    * [Adding Tables](email/itemizedtables)  
    * [SPAM Check](email/spamcheck)    

* Flow Builder
    * [Flows Overview](flows/flows_overview.md)
    * [Generate Document Action](flows/docs/generatedocument.md)
    * [Send Document Action](flows/docs/senddocument.md)
    * [Create Room Action](flows/rooms/createroom.md)
    * [Invite Room Member Action](flows/rooms/invitemember.md)
    * [Room Screen Flows](flows/rooms/add_flows_rooms.md)

 * Checklists
    * [Overview](checklists/overview.md)
    * [Templates](checklists/templates.md)
    * [Operations](checklists/operations.md)

* Image Generation
  * [Generate QR Codes](qr/genQRCode.md)

* Stripe Payments (Extension Package)
  * [Connect](stripe/overview.md)
  * [Payment Form](stripe/paymentform.md)
  * [Payment Methods and Charges](stripe/paymentmethods.md)
  * [Credit Card Screen Flow](stripe/screenflow.md)
  * [Stripe Console](stripe/console.md)

* Batch Document Generation
  * [Overview](batchgeneration/batchgenerationoverview.md)
  * [Batch Definition](batchgeneration/batchdefinition.md)
  * [Report Data Source](batchgeneration/reportsource.md)
  * [Running Batches](batchgeneration/runningbatches.md)
  * [Reviewing Batch Results](batchgeneration/reviewbatchresults.md)
  * [Emailing Batch Documents](batchgeneration/emailbatchdocument.md)
  * [NPSP Settings](batchgeneration/npsp_settings)

* Platform Events
  * [Overview](events/overview.md)
  * [Types](events/types.md)
  * [Room Reminders](events/room_reminders.md)
  * [Apex API](events/apexapi.md)
  * [Slack Channels](events/slack.md)

* Room Scripts
  * [Overview](scripting/overview.md)
  * [Query Records](scripting/scripts_query.md)
  * [Update Records](scripting/scripts_records.md)  

* Settings
  * [Custom Labels](settings/customlabels.md)