> ## 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.

# October 24, 2026

> Product updates and accuracy corrections since the October 17 reviewed main snapshot.

## Reuse text with email snippets

Save reusable text and links, then insert snippets into new emails, replies, or bulk emails.

* [Email snippets](https://docs.slant.app/account-settings/customization/email-snippets.md)
* [Email](https://docs.slant.app/records/households/email.md)

## Choose books for your daily digest

Select the books included in your daily digest. Sections follow your saved book order.

* [Notification settings](https://docs.slant.app/account-settings/notifications.md)

## Manage multiple identifications

Keep multiple identifications per person, choose a primary record for each type, and reveal masked numbers when needed.

* [People](https://docs.slant.app/records/people.md)
* [Other contacts](https://docs.slant.app/records/other-contacts.md)

## Control internal meeting attendance and access

Skip automatic notetaker attendance for internal meetings and review already-scheduled bots. Configure internal meeting visibility separately.

* [Customizing meeting AI](https://docs.slant.app/activity/meetings/customizing-meeting-ai.md)

## Report on time in your workflow

Build project and opportunity reports showing time in the current milestone or stage, with grouping and CSV downloads.

* [Reports](https://docs.slant.app/platform/reports.md)

## Understand estimated project progress

Project progress accounts for visited milestones, remaining routes, and current tasks. Connected reporting providers can also supply reporting-account form fields.

* [Managing projects](https://docs.slant.app/activity/projects/managing-projects.md)
* [Project types](https://docs.slant.app/activity/projects/project-types.md)

## Update business and contact attributes in automations

Watch contact status or custom fields, and update supported contact or business attributes. Task deadlines can use date answers from accepted forms.

* [Actions](https://docs.slant.app/platform/automations/actions.md)
* [Triggers](https://docs.slant.app/platform/automations/triggers.md)

## Review meeting task recommendations and comments

Choose My meetings or All accessible meetings when reviewing recommendations. Open existing task discussions from row comment counts.

* [Tasks overview](https://docs.slant.app/activity/tasks/overview.md)
* [Managing tasks](https://docs.slant.app/activity/tasks/managing-tasks.md)

## Use expanded manual account types

Manual account types include CD, Money market, Cash, and Annuity. Moving or deleting a person can require reassignment of linked household financial references.

* [Manual accounts](https://docs.slant.app/records/accounts/manual-accounts.md)
* [People](https://docs.slant.app/records/people.md)

## Handle email delivery and phone transcripts

Recorded permanent bounces stop affected sequence enrollments. Calls with completed transcripts can become meetings even without an audio recording; Zoom calling numbers require calling authorization.

* [Managing enrollments](https://docs.slant.app/platform/sequences/managing-enrollments.md)
* [Phone and SMS](https://docs.slant.app/setting-up-slant/integrations/phone.md)

## Recover failed recording reprocessing

Eligible failed attempts can retry while the original transcript remains available. Successful reprocessing replaces the transcript and meeting materials.

* [Meeting review](https://docs.slant.app/activity/meetings/meeting-review.md)

## Review intake uploads and participant changes

Reattach expired uploads and review changed household participants before applying mapped answers.

* [Reviewing submissions](https://docs.slant.app/platform/intake-forms/reviewing-submissions.md)

## Find labels and invite existing users

Search note labels, pick linked records in relationship custom-field filters, and use tag names up to 50 characters. Send invitations to users already created in your company. Wealthbox workflow imports also preserve matched team assignments.

* [Notes](https://docs.slant.app/records/notes.md)
* [Custom fields](https://docs.slant.app/account-settings/customization/custom-fields.md)
* [Tags & labels](https://docs.slant.app/account-settings/customization/labels-and-tags.md)
* [Users and teams](https://docs.slant.app/account-settings/users-and-teams.md)
* [Importing from Wealthbox](https://docs.slant.app/setting-up-slant/importing-your-data/from-wealthbox.md)

## Use expanded API references

The API reference covers activity webhooks, changed fields, and published intake-form definitions with validated personal-invitation prefill.

* [Overview](https://docs.slant.app/api-reference/overview.md)
* [Webhooks overview](https://docs.slant.app/api-reference/webhooks.md)


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