> ## 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.

# November 7, 2026

> Product updates and accuracy corrections since the October 31 reviewed main snapshot.

## Customize creation dialogs

Choose the fields and layout your company uses to create clients, prospects, contacts, and businesses.

* [Creation dialogs](https://docs.slant.app/account-settings/customization/creation-dialogs.md)

## Arrange person overviews

Customize person overview cards across your company and select pinned notes separately for each person. Open tasks appear by deadline.

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

## Choose DocuSign accounts and verification

Configure an account per book or company, with shared-account fallback when neither is configured. Select an available identity verification configuration.

* [DocuSign](https://docs.slant.app/setting-up-slant/integrations/docusign.md)
* [Document filler settings](https://docs.slant.app/records/households/document-filler/settings.md)
* [Sending documents for signature](https://docs.slant.app/records/households/document-filler/sending-for-signature.md)

## Listen to chat responses

Read the latest completed answer aloud and save your voice and speed preferences. Chat can also read insurance and annuity records.

* [Chat](https://docs.slant.app/records/households/chat.md)
* [Book chat](https://docs.slant.app/dashboard/book-chat.md)

## Show project inputs conditionally

Show inputs based on earlier answers, combine task conditions with And or Or, and choose a default task assignee.

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

## Use shared tags

Households, other contacts, and businesses share the Tags list. Task, note, and opportunity labels remain separate.

* [Tags & labels](https://docs.slant.app/account-settings/customization/labels-and-tags.md)

## Review related business history

Filter business emails and meetings by related records you can access. Authorized conversations can include matching messages across connected mailboxes.

* [Businesses](https://docs.slant.app/records/businesses.md)
* [Email](https://docs.slant.app/records/households/email.md)

## Add dashboard and household widgets

Add Notifications to a custom dashboard or configure a household Recent texts widget for one conversation and advisor number.

* [Create and share dashboards](https://docs.slant.app/dashboard/custom-dashboards.md)
* [Households overview](https://docs.slant.app/records/households/overview.md)

## Choose a recording view

Choose Speaker view or Gallery view before inviting a new notetaker. Calendar invitees listed as Other attendees do not automatically become assigned meeting users.

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

## See call answerers and respect meeting access

Shared Zoom calls can show who answered. A visible call log does not grant access to a private linked meeting’s recordings or transcript.

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

## Share views and review exported values

Select All books view separately from individual books. Country columns and exports use primary addresses, and exported AUM uses dollar amounts.

* [Data views](https://docs.slant.app/records/data-views.md)

## Personalize invitations and review missing households

Use Recipient preferred name in invitation emails. Deleted-household invitations cannot apply submissions to a removed record.

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

## Track annuity details and task creators

Add custom fields to annuity contracts and see Created by in task sidebars. Daily digests sort tasks by priority and due date.

* [Accounts](https://docs.slant.app/records/households/accounts.md)
* [Managing tasks](https://docs.slant.app/activity/tasks/managing-tasks.md)
* [Notification settings](https://docs.slant.app/account-settings/notifications.md)

## Keep referral actions on the new household

After a referral email creates a household, later household actions apply to that new record.

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

## Review Slanta orders after closure

Ordering for 2026 closed on November 1. Existing orders and payment status remain available; unsubmitted drafts will not be fulfilled.

* [Slanta Claus](https://docs.slant.app/platform/slanta-claus.md)

## Follow updated Fidelity setup

The release guide covers named feeds, transmission headers, and Cambridge-managed NFS feeds.

* [Release Fidelity data to Slant](https://docs.slant.app/setting-up-slant/integrations/custodian/release-fidelity.md)
* [Setting up custodian integrations](https://docs.slant.app/setting-up-slant/integrations/custodian/setup.md)


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