Document templates
Any user can upload and configure document templates.
Upload a template
You configure your own fillable PDFs in-house — no Slant representative required.1
Open the upload window
Click Upload PDF. The Upload document template window opens.
2
Name the template
Enter a Name (for example, “Schwab account application”).
3
Choose the form type
Set Form type to Joint to fill data for the whole household, or Individual to fill data for a single person.
4
Select the file
Next to Fillable PDF, click Choose File and select your PDF.
5
Upload
Click Upload. Slant detects the PDF’s form fields automatically and names them for you.
Enable or disable a template
Toggle the Active switch on a template row to enable or disable it. Disabled templates are hidden from users when filling documents but are not deleted. You can re-enable them at any time.Rename or delete a template
Click the ⋮ (three-dot menu) on a row, then select Edit to open the template editor or Delete to remove it.Configure a template
Click the ⋮ (three-dot menu) on a row and select Edit. The editor opens with the PDF preview on the left and a sidebar with five sections: Field definitions, Field groups, Conditional fields, Mappings, and Signatures. Hover a row in any section to highlight that field in the PDF preview. Click Save changes to apply your work or Cancel to discard it.Field definitions
Drag rows to reorder them, rename fields, hide them from the fill form, or mark them as required. Each row has these controls:- Label — The name users see for the field on the fill form.
- Sign / date — Mark a field as a signature or date field so it can be assigned to a signer in the Signatures section.
- Show on form — Show or hide the field on the fill form.
- Required — Require a value before the document can be filled.
Field groups
Radio button groups already defined in the PDF appear automatically and are labeled From PDF (these are locked). To clean up the fill form, combine related checkboxes into a custom group:- Click New group, then choose Pick one (only one option can be selected) or Pick many (multiple options can be selected).
- Or click Suggest groups to let Slant propose groups for you.
Conditional fields
Show one or more fields on the fill form only when another field has a specific value. Click Add condition, then choose the trigger field and the condition — for example, show fields when a trigger field is filled, has certain values, or a checkbox is checked. Slant can also suggest conditions.Mappings
Pre-fill each form field from household or person data. Use the combobox next to each field to choose the data source. Leave a field blank to collect its value at fill time.- Click Suggest mappings to let Slant propose mappings for every field.
- Click Clear all to remove all mappings at once.
Signatures
Define one signer role per person who needs to sign. The fields you marked Sign / date in Field definitions become available here.1
Add a role
Click Add role and enter a Role label (for example, “Client”, “Joint client”, or “Advisor”).
2
Assign signature fields
Use the Signature fields picker to assign the signature fields this role signs.
3
Assign date fields
Use the Date fields picker to assign the date fields this role completes.
Filled document storage
Go to Settings → Document filler and select a book tab. The Where should completed documents be stored? field lets you set an optional subfolder name within each household’s cloud storage folder. Leave this empty to save completed documents to the root of the household’s storage folder. The folder name saves automatically when you click away from the field.This setting requires a file storage integration to be connected.
Connect DocuSign
Go to Settings → DocuSign. The Company tab lets you connect your firm’s DocuSign account for sending e-signature envelopes.1
Click Connect account
You’ll be redirected to DocuSign to authorize Slant.
2
Sign in to DocuSign and grant access
After authorizing, you’ll be redirected back to Slant. The connection status updates to Connected with the DocuSign email and username.
Disconnect DocuSign
Click Disconnect on a connected account. Existing envelopes are not affected — only future envelopes will be sent from Slant’s shared account.Signed document storage
Go to Settings → DocuSign and select a book tab. The Where should completed documents be stored? field lets you set an optional subfolder name for signed documents within each household’s cloud storage folder, separate from the subfolder for filled documents.FAQ
Who can upload and configure templates?
Who can upload and configure templates?
Any user can upload, configure, and enable document templates.
What kind of PDF can I upload?
What kind of PDF can I upload?
A fillable PDF — one with form fields you can type into. Slant rejects PDFs that have no form fields. If your form isn’t a fillable PDF, contact your Slant representative.
Do I have to name and map every field myself?
Do I have to name and map every field myself?
No. Slant names fields automatically on upload and can suggest field names, groups, mappings, and conditions from the editor. You review and adjust the suggestions.
Does disabling a template delete it?
Does disabling a template delete it?
No. Disabling a template hides it from the document filler but keeps all its configuration. You can re-enable it at any time.
What's the difference between the filled and signed document folders?
What's the difference between the filled and signed document folders?
The filled document folder (in Document filler settings) stores PDFs generated by the document filler. The signed document folder (in DocuSign settings) stores PDFs returned from DocuSign after all signers have signed. You can set different subfolder names for each.