You can send documents for e-signature even if your firm hasn’t connected a DocuSign account — envelopes are sent from Slant’s shared account by default. To send from your own account, see connecting DocuSign.
Send a document for signature
Fill the document
Fill a document as usual. After the document is generated, you’ll see your options.
Assign signers to each role
Each signature role (e.g., head of household, spouse, advisor) needs a signer. Select a person from the Household members or Book users groups. To skip an optional role, select N/A.
Add email addresses if needed
If a selected signer doesn’t have an email address on file, an email field appears below their name. Enter the email address where they should receive the signing request.
After sending
Signing notifications
You’ll receive a notification when the document’s status changes:- Signed — All signers have completed their signatures. The signed document is available for download.
- Declined — A signer declined to sign.
- Voided — The envelope was voided.
Signed document storage
If the household has a connected cloud storage folder, the signed document is automatically saved there once all signers have completed signing. You can configure a specific subfolder for signed documents in the DocuSign settings.FAQ
Can I send Schwab forms to DocuSign?
Can I send Schwab forms to DocuSign?
No. Schwab forms are not currently supported for DocuSign e-signatures. You can still fill and download them.
How are signers assigned by default?
How are signers assigned by default?
Slant automatically suggests signers based on the role. The head of household role maps to the household’s head member, spouse maps to the spouse or partner, and advisor maps to you (the current user). You can change any of these before sending.
Can I cancel or resend an envelope after sending?
Can I cancel or resend an envelope after sending?
Envelope management (voiding, resending) is handled directly in DocuSign. Slant tracks the envelope status and notifies you of any changes.