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Set signing order and customize signing emails

Choose when each role signs and set reusable signing notifications on document templates. Review signer assignments, delegated fields, and the signing email before sending.

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Recover document drafts

Use the header back arrow to return to your document, retry a failed preview, and correct signing errors without closing the document filler.

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Check GoTo number access

Refresh your personally assigned numbers and review company SMS setup separately. Shared texting history follows eligible number access.

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Upload larger intake submissions

Recipients can upload up to 100 files, 100 MB per file, and 1 GB combined, subject to lower field limits. Personal invitation links are generated when sent. Applied public submissions follow households moved between books.

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Control CSV exports

Use the Bulk export CRM data permission to control CRM and report CSV downloads independently of other administrative capabilities.

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Keep unanswered custom fields distinct

Choose Yes or No, or clear the value back to blank. An unanswered field remains distinct from No.

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Review project and meeting safeguards

Completed projects retain their completion date when their milestone is removed. Automations avoid retriggering themselves through projects they create. Newly created books require meeting task approval by default; existing books retain their setting.

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Choose updated chat models

Choose GPT-6.1 Terra or GPT-6.1 Sol alongside the supported Claude models. Higher-tier selections reset each Monday at 6 a.m. Eastern time.

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Coordinate a UMB feed

Contact Slant to coordinate your firm’s data release with UMB and confirm which books receive accounts.

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Use expanded API references

The reference includes meeting types, prospect promotion, and task comments. Sequence guidance also clarifies exits while enrollments are paused.