> ## 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.

# DocuSign

> Connect DocuSign to send documents for electronic signature directly from Slant.

Send documents for electronic signature without leaving Slant. When you fill a PDF using the [document filler](/records/households/document-filler/overview), you can route it to DocuSign for signing — Slant handles signer assignment, email delivery, and status tracking automatically.

## 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](/records/households/document-filler/filling-documents) 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.

## Connect your firm's DocuSign account

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

<Steps>
  <Step title="Open DocuSign settings">
    Go to **Settings** → **DocuSign**. Select the **Company** tab.
  </Step>

  <Step title="Connect your account">
    Click **Connect account**. You'll be redirected to DocuSign to authorize access.
  </Step>

  <Step title="Authorize Slant">
    Sign in to your DocuSign account and grant Slant permission to send envelopes on your behalf.
  </Step>
</Steps>

After authorization, you'll be redirected back to Slant. The settings page shows your connected DocuSign email and account name.

<Tip>
  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.
</Tip>

## Disconnect your account

<Steps>
  <Step title="Open DocuSign settings">
    Go to **Settings** → **DocuSign**. Select the **Company** tab.
  </Step>

  <Step title="Disconnect">
    Click **Disconnect** and confirm.
  </Step>
</Steps>

Future envelopes will be sent from Slant's shared DocuSign account. Existing envelopes already sent to DocuSign are not affected.

## 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.

<Steps>
  <Step title="Open DocuSign settings">
    Go to **Settings** → **DocuSign**. Select a **book** tab.
  </Step>

  <Step title="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.
  </Step>
</Steps>

The folder name saves automatically when you click away from the field.

<Note>
  Automatic storage of signed documents requires a [file storage integration](/setting-up-slant/integrations/file-storage) to be connected and the household to have a linked storage folder.
</Note>

## Send a document for signing

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Send to DocuSign">
    After the document is generated, click **Send to DocuSign**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  The **Send to DocuSign** option only appears for templates that have signature roles configured. It is not available for Schwab document templates.
</Note>

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Do I need my own DocuSign account?">
    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.
  </Accordion>

  <Accordion title="Can I send Schwab forms through DocuSign?">
    Not currently. Schwab document templates cannot be sent to DocuSign from Slant.
  </Accordion>

  <Accordion title="What happens if a signer doesn't have an email address?">
    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.
  </Accordion>

  <Accordion title="Can I skip a signing role?">
    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.
  </Accordion>

  <Accordion title="Where are signed documents stored?">
    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](/setting-up-slant/integrations/file-storage), the signed PDF is also uploaded to cloud storage automatically.
  </Accordion>

  <Accordion title="How do signers receive the signing request?">
    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.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Document filler" icon="file" href="/records/households/document-filler/overview">
    Manage PDF templates that auto-fill with client data
  </Card>

  <Card title="File storage" icon="folder" href="/setting-up-slant/integrations/file-storage">
    Connect cloud storage for automatic document saving
  </Card>
</CardGroup>