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Fill a PDF template with data from a household’s records. The document filler pre-fills mapped fields automatically — you review the values, fill in any remaining fields, and generate the completed document.

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Fill a document

1

Open the document filler

From a client or prospect record, click the … (actions menu) and select Fill PDF.
2

Choose a template

Select a template from the Template dropdown. The PDF preview on the left updates to show the selected template.
3

Select a person (if required)

Some templates are designed to fill data for a specific person rather than the whole household. If the template requires a person, choose one from the Person dropdown. Each person is shown with their household role (e.g., head of household, spouse).
4

Choose the household roles (if required)

Some templates fill fields for two people in the household. For these, choose who fills each role using two dropdowns:
  • Head of household — Required. Defaults to the household’s current head of household. Whoever you pick fills the head-of-household fields on the document.
  • Spouse/partner — Optional. Defaults to the household’s current spouse or partner, and can be set to None. Whoever you pick fills the spouse fields.
Each person is shown with their household role (e.g., Sparkle Bergnaum (Head of household)). The head of household and the spouse/partner must be different people — if you choose the same person for both, you’ll see an error and can’t continue until you change one.
5

Select an advisor (if required)

Some templates include advisor fields like name, email, or phone. If the template requires an advisor, choose one from the Advisor dropdown. This defaults to you if you’re a member of the book.
6

Set the fill options

Toggle any of the available options:
  • Send to DocuSign for signatures — Route the filled document to DocuSign for e-signature after you generate it. Appears for templates with signature fields.
  • Let signers fill empty fields in DocuSign — Allow signers to complete fields you left blank during signing.
  • Keep document editable after fill — Keep the filled PDF as an interactive form instead of flattening it into a static document. Some templates always produce a static document — in that case, this option won’t appear.
7

Click Next

Slant resolves all field values from the household’s records and loads the form.
8

Review and edit field values

The form shows all fields for the template. Pre-filled fields already have values pulled from the household’s records. Empty fields need to be filled in manually. Required fields are marked with an asterisk. See working with fields for details.
9

Click Fill PDF

Slant generates the completed document. If any required fields are missing, you’ll be scrolled to the first one that needs attention.
Once the document is generated, you’ll see your options for saving or sharing the completed document.

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Working with fields

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Pre-filled vs manual fields

Each field in the form has a source:
  • Pre-filled fields have values pulled automatically from the household’s records (names, addresses, dates of birth, etc.). You can edit these values before generating the document.
  • Manual fields have no mapping and are left empty for you to fill in. Admins choose which fields are mapped and which are collected at fill time when configuring the template.

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Field types

Templates can include text fields, checkboxes, checkbox groups, dropdowns, and radio groups. Date, phone, and SSN fields use formatted input to help you enter values in the correct format.

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Conditional fields

Some fields only appear when a related field has a specific value. For example, a trust information section might only appear when you select “Trust” as the account type. When the condition isn’t met, those fields are hidden automatically.

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Required fields

Required fields are marked with an asterisk. If you try to generate the document without completing all required fields, you’ll be taken to the first missing field. Admins set which fields are required when configuring the template.

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PDF preview

As you work through the form, the PDF preview on the left highlights the field you’re currently editing. Use the zoom controls to get a closer look at the document.

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After filling

Once the document is generated, you have three options:
  • Download — Save the completed PDF to your computer.
  • Save to cloud storage — If the household has a connected file storage folder, save the document directly to their cloud storage. An admin can configure a specific subfolder for filled documents in the document filler settings.
  • Send to DocuSign — If the template includes signature fields, send the document for e-signature. See sending documents for signature.

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FAQ

Yes. The document filler is available for both clients and prospects — any household type.
The field appears empty in the form. You can enter a value manually or leave it blank if it’s not required.
No. To change the template, the selected person, or the head of household and spouse/partner roles, close the document filler and start again. You’ll be asked to confirm if you have unsaved changes.