> ## 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. # August 31, 2026 > Updates released since August 17, 2026. ## Track insurance policies and trusts Browse insurance policies and trusts from the expanded **Accounts** navigation. Insurance records capture life and property and casualty details, while trusts support company-defined custom fields and saved list views. * [Insurance policies](/records/accounts/insurance-policies) * [Trusts](/records/households/trusts) ## Add SMS steps to sequences Add automated SMS steps alongside email and task steps in a sequence. Enrollment now collects the phone sender required for those messages. * [Creating sequences](/platform/sequences/creating-sequences) ## Build and manage intake-form workflows Review form mappings, choose who receives submission notifications, share a form across books, send forms to multiple clients, edit invited drafts, download responses, analyze aggregated answers, and save submissions as notes. File-only submissions can still be applied or saved as a note when there are no mapped field changes. * [Creating and editing forms](/platform/intake-forms/creating-and-editing-forms) * [Publishing and sharing forms](/platform/intake-forms/publishing-and-sharing#choose-form-notification-recipients) * [Reviewing submissions](/platform/intake-forms/reviewing-submissions) ## Set project deadlines, milestone order, and conditional tasks Projects now use saved views that can be renamed, reordered, and shared across the company. Create table views for custom project lists or Kanban views that organize a selected project type by milestone. Projects can also carry their own due date. Project types can calculate task deadlines from milestone form dates, require teams to complete milestones in order, and create tasks only when household details or earlier form responses match the task's conditions. * [Creating projects](/activity/projects/creating-projects) * [Pipeline view](/activity/projects/pipeline-view) * [Project types](/activity/projects/project-types) ## Expand automations and task workflows Automations can find a household project, move it to a milestone, run when a client becomes a past client, and limit meeting triggers by meeting type. Add note actions can apply labels, AI research steps can be named, and company-wide recurring automations can use company reports across selected books. Action subtrees can be moved on the canvas. Monthly tasks can repeat by weekday pattern, the task list can filter recurring work, and pending AI task recommendations can be accepted or rejected in bulk. * [Automation actions](/platform/automations/actions) * [Automation triggers](/platform/automations/triggers) * [Recurring tasks](/activity/tasks/recurring-tasks) * [Managing tasks](/activity/tasks/managing-tasks#ai-generated-tasks) ## Respect household timezones Household timezones now guide recipient-facing schedules, including sequence steps, intake-form reminders, and scheduled emails. Each user can also choose the timezone for their daily digest. * [Households overview](/records/households/overview) * [Notification settings](/account-settings/notifications) ## Improve meeting privacy and phone workflows Company admins can keep internal meetings private by default so only attendees and the book principal can access them. You can also add instructions when reprocessing a meeting with AI, attach files or paste images into comments throughout Slant, and optionally create meetings from matched transcribed phone calls. * [Customizing meeting AI](/activity/meetings/customizing-meeting-ai) * [Meeting review](/activity/meetings/meeting-review) * [Phone and SMS](/setting-up-slant/integrations/phone) ## Work through email threads faster Long email threads collapse older middle messages behind **View additional messages** and separate the conversation from follow-up tasks. Set a default signature for each connected account and a separate signature for any sendable alias. * [Household email](/records/households/email#view-a-thread) * [Email and calendar](/setting-up-slant/integrations/email-and-calendar#email-signature) ## Add more context to client records The **Household** tab brings client dates, the last touchpoint, and the last meeting together. Set a client-specific touchpoint cadence, reuse company relationship labels, and see a calculated age beside a person's date of birth. * [Households overview](/records/households/overview#household-details) * [Client reviews](/records/clients/reviews) * [Related records](/records/households/related-records) * [People](/records/people) ## Improve custodian connections and account status Altruist now appears in the primary custodian list in **Settings** → **Custodian**. Save new Altruist advisor codes without a separate verification step while Slant completes feed registration. Connect Pershing directly to Slant with your IBD and Investment Professional number for nightly data. Custodian accounts can also show a custodian-reported closure date and be filtered by **Open** or **Closed** status. * [Set up custodian integrations](/setting-up-slant/integrations/custodian/setup) * [Connect Pershing](/setting-up-slant/integrations/custodian/release-pershing) * [Custodian accounts](/records/accounts/custodian-accounts) ## Configure company identity and communication defaults Set a default country for new addresses and phone numbers, choose your preferred sending number for each phone connection, manage brand assets, and replace the last-page disclosure language used across generated deliverables. * [Company settings](/account-settings/company-settings) * [Brand kit](/account-settings/brand-kit) * [Phone and SMS](/setting-up-slant/integrations/phone) ## Move and filter records with more control Organization admins can copy selected records into another eligible company with explicit field mappings. Filter reports can repeat eligible conditions and use expanded multi-value operators. * [Data management](/records/data-management) * [Reports](/platform/reports)