> ## 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 15, 2026

> Updates released since June 11, 2026.

## Mail merge

Generate printed letters, envelopes, and labels by filling a Word template with each household's data. Upload a `.docx` template once, then run the merge from a single household or in bulk from the clients or prospects list. Templates can be book-scoped or company-wide, and the settings page shows every supported merge field with live example values.

* [Mail merge](/records/mail-merge)
* [Data customizations](/account-settings/customization/data-customizations)

## Start projects from chat

When the conversation calls for it — for example, after agreeing to begin a money movement or kick off onboarding — chat can propose a project on the linked household. Click **Start project** on the confirmation card to create it, with the project type and starting milestones already set.

* [Household chat](/records/households/chat#start-a-project-from-chat)
* [Meeting chat](/activity/meetings/chat#start-a-project-from-chat)

## Attachments on meetings and projects, plus storage links everywhere

Past meetings and projects now have **Attachments** sections, matching tasks. Anywhere you add an attachment — tasks, projects, meetings, or task templates — you can either upload a file or **Attach from \[provider]** to link a file directly from your connected cloud storage. Slant stores the link, so the file stays in your provider.

* [Meeting review](/activity/meetings/meeting-review#attachments)
* [Managing projects](/activity/projects/managing-projects#attachments)
* [Creating tasks](/activity/tasks/creating-tasks#attachments)

## Records tab on contacts and businesses

Contact and business detail pages now have the same right-sidebar split as households: a primary tab for inline fields, a **Records** tab for custom fields and related records, and a **Comments** tab for the team thread. The Records tab also holds a new **Files** section for linking a cloud storage folder to the contact or business — same flow as households.

* [Other contacts](/records/other-contacts#right-sidebar)
* [Businesses](/records/businesses#right-sidebar)

## Merge contacts

You can now merge two other contacts into one — useful when the same person was entered twice or when consolidating professional relationships. Start from the **...** menu on either contact, or select two contacts in the list and click **Merge** in the selection bar. Slant always asks you to confirm which contact remains before running the merge.

* [Merging contacts](/records/other-contacts#merging-contacts)

## Merge households from the list

Household merge now has a bulk entry point: select two households in **Clients** or **Prospects** and click **Merge** in the selection bar. The dialog opens with an explicit step that asks which household should remain, then continues with the same role-assignment flow as before.

* [Merging households](/records/households/merging-households)

## Add tasks to email threads manually

Email threads already let you generate follow-up tasks with AI. You can now also add a task to a thread yourself — click **Add task** in the thread's **Tasks** section to open the task creation form with the email thread pre-attached.

* [Email threads](/records/households/email#add-a-task-manually-from-a-thread)
* [Creating tasks](/activity/tasks/creating-tasks#create-a-task-from-an-email-thread)

## AI-generated task badge

Tasks created from a meeting or email thread now show a small wand badge once they're accepted into your task list, with a **Generated by AI** tooltip. The badge makes it easy to spot which tasks came from Slant versus the ones you created yourself.

* [Managing tasks](/activity/tasks/managing-tasks#ai-generated-tasks)