Uploading, Editing and Creating Document Templates
Step-by-step instructions on how to Create New or Upload existing Document Templates. Any documents can be stored in Decipher but merge fields for auto populating applicant information can only be done with Microsoft Word documents.
Note: To Upload an existing Document Template to be used with Placeholders, the document must first be formatted with placeholders. Please see Adding Placeholders in the knowledge base for instructions or send the document to Decipher Support requesting placeholders be added and tested. What are “Placeholders”? Placeholders are essentially merge fields that allow information in the application and in certain internal sections of the applicant’s file (example: internal underwriting section, pricing section, etc.) to fill in automatically into your document templates.
Uploading an Existing Document
Step 1: Go to Document Manager and Click on Document Templates. Click Upload.
Step 2: Fill out the File Name (Description), notes about the nature of the file, and Select a Type of file. Types of files can be created beforehand in Account Settings > Document Types.
Step 3: Choose the Correct Contact Role. This is a very important step. Choose the role that the document template will be sent to as a rule. For example, the majority of documents being sent to applicants, will be sent to the Primary Contact. Primary Contact is the main business owner applying for a finance facility. For security purposes, documents are restricted in Decipher to a contact role. To illustrate, a document that is to be sent for signature for the main business owner should not be viewed and signed by another contact at the company. The person being sent this file shall need to be designated as the Primary Contact in order for the file to be viewed and signed. As a default, the main business owner that applied is considered the Primary Contact in Decipher. Other business owners need to be designated as Guarantors under Clients. See Roles in the Knowledge Base for more detailed information on Decipher Roles. If roles at the company have changed, go to Clients and edit the roles for each business owner prior to sending any documents.
Step 4: Ensure the correct Role is assigned to the document.
Step 5: Select if the file is to be converted to a PDF when it is sent so that it may not be altered, then Load the file, and Upload the file from your computer.
Click Submit to Save.
Editing a Saved Document Template
Click Edit on the file you wish to Replace or Edit. If you wish to replace the existing one, simply Upload the new document and the existing one will be replaced.
If you wish to edit the existing file, Click on the existing file name to download it to your computer. Edit the file and then upload to replace it.
Creating a Document Template
You can create a document template at any time. You can also add placeholders directly in this new document.
Step 1: Fill out the required fields to Name the File (Description), add notes on the nature of the file, and Choose the File Type. Types of files can be predetermined in Account Settings > Document Types.
Step 2: Select the Correct Contact Role. **Very Important Step**. Read information above regarding contact roles and their use and security in Decipher.
Step 3: Add desired Placeholders so that applicant/lender information will be auto populated into the document. Click Submit to Save.
*If unsure of the correct placeholders to use, please contact Decipher support through email or chat options. Refer to Knowledge Base information on Placeholders. Also, it is recommended that you test the document prior to sending.
Note about templates: Document templates can be used in emails for signature but can also be used directly in your digital applications. If you wish to add one to your application template, please contact the Decipher customer success team to customize this for you.