> ## 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.

# Document filler

> Auto-fill PDF forms with data from your client records and send them for e-signature.

The document filler populates PDF forms with data from your household and people records — names, addresses, account details, and more. Instead of manually entering the same information across dozens of forms, you select a template, review the pre-filled values, and generate a completed PDF in seconds.

## What you can do

* **Auto-fill PDF forms** — Templates pull data directly from your records using field mappings. Fields that aren't mapped are left for you to fill in manually. [Learn how to fill a document](/records/households/document-filler/filling-documents).
* **Fill for a specific person or entire household** — A template's form type is either **Joint** (fills data for the whole household) or **Individual** (fills data for a single person, like an individual account application).
* **Review fields with a live PDF preview** — As you work through the form, the PDF preview highlights the field you're editing so you can see exactly where each value will appear.
* **Download or save to cloud storage** — Once your document is filled, download it to your computer or save it directly to the household's connected [cloud storage folder](/setting-up-slant/integrations/file-storage).
* **Send for e-signature via DocuSign** — For templates with signature fields, send the filled document to DocuSign and assign signers to each role. [Learn how to send documents for signature](/records/households/document-filler/sending-for-signature).
* **Upload and configure your own templates** — Admins upload fillable PDFs and configure field labels, mappings, groups, conditions, and signers directly in Slant — no Slant representative required. [View settings](/records/households/document-filler/settings).

## How it works

The document filler is available from any client or prospect record. Open the household's actions menu and select **Fill PDF** to get started. You'll choose a template, review and edit the pre-filled field values, then generate the completed document.

After the document is generated, you can download it, save it to the household's cloud storage, or send it to DocuSign for e-signatures — all from the same screen.

## FAQ

<AccordionGroup>
  <Accordion title="How do I add a new document template?">
    Admins upload a fillable PDF from **Settings** → **Document filler** and configure it in-house. See [managing document templates](/records/households/document-filler/settings). If you have a form that isn't a fillable PDF, contact your Slant representative.
  </Accordion>

  <Accordion title="Can I edit the field mappings on a template?">
    Yes. Admins set and change field mappings, labels, groups, conditions, and signer roles in the template editor. See [managing document templates](/records/households/document-filler/settings).
  </Accordion>

  <Accordion title="Which cloud storage providers are supported?">
    Filled documents can be saved to Google Drive, OneDrive, Box, Dropbox, ShareFile, or Egnyte. You need a [file storage integration](/setting-up-slant/integrations/file-storage) connected to your book.
  </Accordion>

  <Accordion title="Do I need a DocuSign account to send documents for signature?">
    No. If your firm hasn't connected a DocuSign account, envelopes are sent from Slant's shared account. You can also connect your own account from the [DocuSign settings](/records/households/document-filler/settings#connect-docusign).
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Fill a document" href="/records/households/document-filler/filling-documents">
    Step-by-step guide to filling a PDF form
  </Card>

  <Card title="Send for signature" href="/records/households/document-filler/sending-for-signature">
    Send filled documents to DocuSign for e-signature
  </Card>

  <Card title="Settings" href="/records/households/document-filler/settings">
    Manage templates and storage folders
  </Card>

  <Card title="File storage integration" href="/setting-up-slant/integrations/file-storage">
    Connect cloud storage for document management
  </Card>
</CardGroup>