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Configure which document templates are available, set field requirements, choose where completed documents are stored, and connect your firm’s DocuSign account.

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Document templates

Only admins can manage document templates.
Go to Settings → Document filler. The Company tab shows all document templates available to your firm. Each template card displays the template name, record type (Person or Household), and an active/inactive toggle.

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Enable or disable a template

Toggle the switch on a template card 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.

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Configure field requirements

Click a template card to open the field requirements view. This shows a split screen with the PDF preview on the left and a list of all fillable fields on the right. Each field has a toggle to mark it as required or optional. Required fields must be completed before the document can be filled. Conditional fields — fields that only appear when a related field has a specific value — are labeled with their condition (e.g., “Shown when Account type is Trust”). Hover over a field in the list to highlight its position in the PDF preview. Click Save to apply your changes or Cancel to discard them.

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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.

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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.
If your firm doesn’t connect a DocuSign account, envelopes are sent from Slant’s shared DocuSign account instead.

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Disconnect DocuSign

Click Disconnect on a connected account. Existing envelopes are not affected — only future envelopes will be sent from Slant’s shared account.
Disconnecting switches all future envelopes to Slant’s shared DocuSign account. This affects all users in your firm.

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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.

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FAQ

Only admins. Non-admin users can fill documents using whichever templates admins have enabled.
No. Disabling a template hides it from the document filler but keeps all its configuration. You can re-enable it at any time.
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.