video1.0<iframe src="https://www.loom.com/embed/ab89027db50d40f4ab1dac75fb3b5708" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/os/loom-media-content/loom/620cc116-a356-4476-bbe9-70e70565f639/d7c4cb82-5080-4d69-9772-f78722e1e06b/sessions-thumbnails-ab89027db50d40f4ab1dac75fb3b5708-2b5924b339f290cd.gif/binary?authToken=eyJraWQiOiJtaWNyb3MtZ3JvdXAvdGRwLW9zLWFyY2hldHlwZS9xdTR2aDAxNWFtbjVhM2U3IiwiYWxnIjoiUlMyNTYifQ.eyJicyI6Imxvb20tbWVkaWEtY29udGVudCIsImF1ZCI6InRkcC1vcy1hcmNoZXR5cGUiLCJuYmYiOjE3OTQ0NjAwMjAsInRpIjoiMzI3YjZhNGMtY2QwNS00MTM4LWE5OGItNDcxNDQ3OGYwMWJlIiwiYWRpIjoibG9vbS9sb29tIiwiaXNzIjoibWljcm9zLWdyb3VwL3RkcC1vcy1hcmNoZXR5cGUiLCJwaWQiOiJhYjJhMmQyZC05OTkyLTQwYjUtYWM4Yi0xYTFhNWI5NmE3NzciLCJ3YSI6ImZhbHNlIiwib2lkIjoic2Vzc2lvbnMtdGh1bWJuYWlscy1hYjg5MDI3ZGI1MGQ0MGY0YWIxZGFjNzVmYjNiNTcwOC0yYjU5MjRiMzM5ZjI5MGNkLmdpZiIsImV4cCI6MTc5NDQ2MDYyMCwiaWF0IjoxNzk0NDYwMDIwLCJqdGkiOiJiYjJkMDdjMC1kNTdiLTQxNDAtOTgwMi1mOGVmMzliMjAyYmIifQ.JJsTZNCtL5pnp_GcRidNq_D02Mgxu6cCJF3_HF7pnz4zQNyRJGC1PijLB502Joe6jYKUiby9wdYaNrukEe7vl_qRH9F5WdZ36t55KybK0fbPkvK1C6kYRHtZUEQwThBb9VDsTDw9dF-BVKtStI0HVf7_ibDO9JnqtB7OcZ2FwrnxEuSFD5tOQ56srgXD92UKKfn9sdUyGjTXTcVtg1bjedPvHFYDqDcq7nA94p0s8HY5ZBowlnEQnwZkAP2mOwF6TcNi_QUbGfcP5TkLaleEYpDomlYrj0dbP4dspQUKZKyyMRsA7QeSnCzIcLjx0j5p_yCoAMgaNNxkBE2zjmRiFA&Expires=1794460620&Signature=lE6upXrHcB1hBWiiguvYAEot158JxbU2QZ4s6vc5tvH7Lf6jT6EFDCMYyClXS%7E3rKlznuSZFnPcjSnYv88hCTwLkhrgr6jZ2P0Ucxhvr3vX4dC1yqGGcM8-HF2NUB9r%7EPptSLN%7EZ3yHWcPyFRtNQqGGZXgJLPbSeedlu9I7CehgFTTiyAU8z3FpH6tOt1iAuurt7IFXZFwH53JpolS-Yf3I%7E8F2bijJIW1XaZhRFI4B3ks-LJl-CzGm6DguI02ZtUCCcdhkajiUMJi2Zs8yLeyn59g4ycARBFJdZtO8M2NpdzGSubJL1ev3JFKUnHzsDPdTMfdQdqiIgh-EZzmUruA__&Key-Pair-Id=KQOSYIR44AIC0420.053333This Loom walks through the relaunched forms filling function in Malu, focusing on how to automate form completion and DocuSign sending. It introduces a new DocuSign integration, where users connect their account in Malu settings and can configure signature, initials, signed date, and text boxes on form templates, including setting signing order and adding recipients such as an advisor. The video also covers uploading multiple forms at once, including non-fillable PDFs, disabling fields, and using “help me set up my form template” to suggest pre-population and disabled sections. It demonstrates triggering bulk form filling and starting the form-filling process from both client and global chat, then using review mode to trace where answers come from and sending or adding forms to an existing or draft DocuSign envelope.