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Send documents for electronic signature without leaving Slant. When you fill a PDF using the document filler, you can route it to DocuSign for signing — Slant handles signer assignment, email delivery, and status tracking automatically.

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How it works

Slant includes a shared DocuSign account that works out of the box — no setup required. Connecting your firm’s own DocuSign account is optional and lets signing emails come from your firm instead of Slant. Here’s what happens when you send a document to DocuSign:
  1. You fill a PDF from a household record using the document filler.
  2. After the document is filled, you choose Send to DocuSign and assign signers to each role (head of household, spouse, advisor, etc.).
  3. Slant creates a DocuSign envelope and sends signing emails to each signer.
  4. If you are one of the signers, you are redirected to sign immediately in DocuSign.
  5. When all signers complete the document, Slant stores the signed PDF and notifies you.

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Connect your firm’s DocuSign account

Connecting your own account is optional. Without it, documents are sent through Slant’s shared DocuSign account.
1

Open DocuSign settings

Go to Settings → DocuSign. Select the Company tab.
2

Connect your account

Click Connect account. You’ll be redirected to DocuSign to authorize access.
3

Authorize Slant

Sign in to your DocuSign account and grant Slant permission to send envelopes on your behalf.
After authorization, you’ll be redirected back to Slant. The settings page shows your connected DocuSign email and account name.
When your firm’s account is connected, signing request emails are sent with your advisor’s name as the sender and their email as the reply-to address.

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Require phone verification

Under Envelope security, turn on Require phone verification and click Save settings to require every signer to verify by SMS or phone through DocuSign. Every signer needs a phone number when this setting is on. Slant stops the envelope from being sent if a signer does not have one.

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Disconnect your account

1

Open DocuSign settings

Go to Settings → DocuSign. Select the Company tab.
2

Disconnect

Click Disconnect and confirm.
Future envelopes will be sent from Slant’s shared DocuSign account. Existing envelopes already sent to DocuSign are not affected.

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Configure the signed documents folder

When a document is signed, Slant can automatically save the completed PDF to the household’s cloud storage folder. You can set a subfolder name so signed documents are organized separately from other files.
1

Open DocuSign settings

Go to Settings → DocuSign. Select a book tab.
2

Enter a folder name

Type the subfolder name in the text field. Leave it empty to save signed documents to the root of the household’s storage folder.
The folder name saves automatically when you click away from the field.
Automatic storage of signed documents requires a file storage integration to be connected and the household to have a linked storage folder.

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Send a document for signing

You send documents to DocuSign from within the document filler flow on a household record.
1

Fill a PDF

Open a client or prospect, click Fill PDF, select a template, and fill in the fields. Click Fill PDF to generate the completed document.
2

Send to DocuSign

After the document is generated, click Send to DocuSign.
3

Assign signers

For each signing role in the document, select a signer from the household members or book users. If a signer doesn’t have an email address on file, you’ll be prompted to enter one.
4

Send

Click Send to DocuSign. Signing emails are sent to each signer. If you are assigned as a signer, you’ll be redirected to DocuSign to sign immediately.
The Send to DocuSign option only appears for templates that have signature roles configured. It is not available for Schwab document templates.

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After signing

Slant notifies you when an envelope is completed, declined, or voided. For completed documents, the signed PDF is automatically attached to the envelope record. If the household has a linked storage folder, the signed document is also uploaded to cloud storage.

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FAQ

No. Slant includes a shared DocuSign account that works without any setup. Connecting your firm’s account is optional and lets signing emails come from your firm’s name.
Not currently. Schwab document templates cannot be sent to DocuSign from Slant.
When assigning signers, Slant prompts you to enter an email address for any signer who doesn’t have one on file. An email is required for each signer.
Yes. When assigning signers, select N/A for any role you want to skip. That role’s signature fields will be omitted from the envelope.
Signed documents are attached to the envelope record in Slant. If the household has a linked storage folder and your book has a file storage integration, the signed PDF is also uploaded to cloud storage automatically.
Each signer receives an email with a link to sign the document in DocuSign. If you are one of the signers, you are redirected to sign immediately after sending.

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Next steps

Document filler

Manage PDF templates that auto-fill with client data

File storage

Connect cloud storage for automatic document saving