Edit an Email Template
➡️ If you have permissions to create/edit templates, Navigate to Document Manager and Click on Email Template.
Select the Email you wish to Edit and click "EDIT"
Edit the Email as needed. Contact support via chat if you need assistance.
Create an Email Template
Write the Subject Name you would like to display in the email
In the CC field, add any email address that should be copied every time the email is sent out.
To add an Email that does not appear from any drop-downs, type the email address, hit the enter key to save the email address or choose from a team member that appears.
In the CC field, you have the option of copying the persons automatically assigned to that deal.
To add the Sales or Loan Expert to the email: Add "Client Assigned User Email" for Sales/BDO/RM to receive a copy of the email.
To add an Underwriter or other individual assigned: Add "Application Assigned User Email" for an assigned Underwriter to receive a copy of the email. Easy way to remember Client = Sales and Application = Underwriting/Admin.
Choose the Type. Choose the type of email template you are creating. This is very important, especially if you are creating an Automatic Email. Automatic emails are those that are sent out automatically by our system. See below for a description of Automatic Email Types.
Load a File, if desired. Click on a document template you would like to be attached every time.
Choose Document Group, if desired. Choose a group of documents you wish to send together every time in this email template. If no choices appear, you have not created any groups of documents and must create the group first. (Note: Navigate to Document Groups).
Write desired text in the email.
Add Placeholders you wish for Decipher to auto populate. (See Placeholders Reference for a complete list).
Click Submit to Save the template.
Add Client or Application Assigned Team Members to CC:
Select Email Type:
Add Desired Fields for Decipher to automatically insert: Example-Add the First Name of the primary contact.
Contact support via chat if you are looking for a specific field to insert.
Take a moment to get familiar with Email template options in Decipher and customize your automatic and manual Email templates.
✅ Automatic Emails in Decipher include:
Application Link - the Email a prospect receives as soon as they start an application. When editing this email, always ensure it includes the Placeholder for "Application Link" so that the prospect's unique link is automatically included in the email. This link enables the prospect to continue an application they already started. You can also include the Application Link URL text in case the link does not work if they click on it.
Forgot Password - the Email your internal team receives when they forget their password and click to reset it.
Internal Message - any email you wish Decipher to send automatically or be available manually to internal team members. Note: internal messages to be sent automatically triggered when an application reaches a certain stage must be activated under Account Settings under the Custom Messages Tab. See Notifications article.
✍ Manual Email Templates include:
Other Email Template Types you may want to configure which are available to the team anytime.
Follow Up - Emails your team can use with your desired wording to follow up with prospects and clients. Suggestions: Next Steps, You're Approved, Proposal, Finish Your Application, etc. Many of these have been included as samples for your convenience.
Contact Signature - Simple signature Email template only to be used when a contact other than the primary contact will be E-signing a document stored in Document Templates. (Email type for other guarantors only). This email type is rarely used.