About DocuSign
DocuSign is electronic signature software for sending, signing and tracking agreements.
DocuSign + Slant
Fill a PDF from a household with the document filler, choose Send to DocuSign and assign signers to each role. Slant creates the envelope, sends signing emails and stores the signed PDF when everyone has signed.
It works out of the box on Slant's shared DocuSign account. Connect your firm's own account so signing emails come from your advisors.
Common use cases
Paperwork from the household
Fill account forms with client data and send them for signature in one flow.
Signed copies filed for you
Completed PDFs can save to the household's storage folder automatically.
Phone verification for signers
Require every signer to verify by SMS or phone through DocuSign.
