👤 If you are a Decipher Admin user, Navigate to the Upper Right Corner and click on Account Settings in the upper-right corner in Decipher.

⚙️ Account Settings Menu

General - Edit the information for the primary account holder, primary account email, and designate the email address from which all automatic Emails will come from.

Design - Edit Logo and Icon files and edit colors used in the application template used.

Stages - Create/Modify stages of your applications.

Product Types - Create/Edit financial products offered. Each product is tied to a separate application.

Document Types - Create category types of documents to be used in Document Templates.

Users - Create/Edit/Activate/Deactivate/Set Roles/Set Approval levels of Decipher internal users.

Approval Limits - Set approval limits for internal Decipher users.

Collaterals - Set/Edit the collateral language for UCC filings.

Formulas - Access formulas used in Ratios in financial analysis.

Pipelines - Edit/Adjust your team pipelines and what is displayed in Applications.

Custom Messages - Activate/Edit the automatic internal and external messages sent by Decipher. Add the Message displayed for prospects when an Application is Submitted. Add/edit the message appearing when you send Electronic files for signature. 

For more information on specific actions in Account Settings contact our support team.