> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# June 1, 2026

> Updates released since May 26, 2026.

## Upload and configure your own document templates

You no longer need a Slant representative to set up document templates. Admins can upload a fillable PDF from **Settings** → **Document filler**, and Slant detects its form fields and names them automatically. A full template editor lets you set field labels and requirements, group related checkboxes, show fields conditionally, map fields to household and person data, and define signer roles — all in-house, with AI suggestions along the way.

* [Document filler settings](/records/households/document-filler/settings)
* [Document filler overview](/records/households/document-filler/overview)
* [Filling documents](/records/households/document-filler/filling-documents)
* [Sending for signature](/records/households/document-filler/sending-for-signature)

## Move an opportunity from its card menu

Opportunity cards now have a **Move to stage** option in the **⋮** menu. Open the menu in full view and pick any stage to move the opportunity there immediately — a quick alternative to drag-and-drop.

* [Managing opportunities](/activity/opportunities/managing-opportunities)

## Project automation triggers

Automations can now start from project events. Three new triggers are available: **Project created**, **Milestone changed**, and **Project completed** — each scoped to the project types you choose.

* [Automation triggers](/platform/automations/triggers)

## Update tasks and add comments from automations

Two new automation actions are now available when an automation runs on a task: **Update task** changes a task's title, description, due date, priority, status, or assignee, and **Add comment** posts a comment to the task. Fields left blank or set to **No change** are untouched.

* [Automation actions](/platform/automations/actions)

## Reconnect expired storage connections

When a connected file-storage provider's sign-in expires, Slant now flags it clearly. The provider card shows a warning and a **Reauthenticate** button, and folder pickers prompt you to reconnect before browsing or linking folders. Reconnecting takes one click and a quick sign-in.

* [File storage](/setting-up-slant/integrations/file-storage)

## Import counts on CSV upload

The CSV import confirmation now shows how many records you're about to import — including the household count for clients and prospects — so you can catch a mis-mapped column before importing.

* [CSV import](/setting-up-slant/importing-your-data/csv-import)