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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

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.
5

Choose whether to keep the document editable

If available, toggle Keep document editable after fill to control whether the filled PDF remains an interactive form or is flattened into a static document. Some templates always produce a static document — in that case, this option won’t appear.
6

Click Next

Slant resolves all field values from the household’s records and loads the form.
7

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.
8

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.

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Field types

Templates can include text fields, checkboxes, 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 can configure which fields are required from the document filler settings.

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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 or person, close the document filler and start again. You’ll be asked to confirm if you have unsaved changes.