How to tie your application templates to a product. Each application template may have its own financial product with its own settings. For example, PO finance and factoring may be two different products with separate applications.

Important Note: Editing application templates should only be done by trained Admin users. Even small or accidental changes can cause issues with your digital application or loss of information. Best practice is not to touch the actual application template questions, rules, or functions unless you are a trained Admin user. Only basic functions are covered in this article. Reach out to support@deciphercredit.com for questions or requests. 

Step 1: Navigate to Application Templates. Click to Edit the template.

Step 2: Click the Edit button on the upper right corner.

Step 3: Choose the correct financial product. These should be predetermined for you during initial setup.

Step 4: Click Update

Note: if you would like to create additional financial products with their own application templates, first go to the Products Tab and create a new product or contact Decipher Support for assistance.