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Getting Started Using Placeholders
Getting Started Using Placeholders

How to Get Decipher Docs Microsoft Add-In and Apply Placeholders to your Documents

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Written by Max Powers
Updated over 4 years ago

Step-by-step instructions on how to apply and use placeholders.

STEP 1: Download Decipher Docs Add-In for Microsoft Word here: https://appsource.microsoft.com/en-us/product/office/WA104381439 or Search for it directly in Microsoft Word by going to Insert > Store and searching the word "Decipher":

STEP 2: Open the Add-In from Microsoft Word. Once it is open, you should continue to see it in the menu of your version of Microsoft Word.

STEP 3: Click on Decipher Docs Tab to begin using it.

STEP 4: Click on MODULE to select the Category of Placeholder needed. You can also find common placeholders at the top of the Menu Bar.

STEP 5: Locate the Placeholder, Select it, and Click Insert.

STEP 6: Use the Highlight feature to show all the placeholders that are being used in the document.

STEP 7: Un-click the Highlight button before saving the file. If highlights are left, they will show up in the document. Email support@deciphercredit.com if you have questions about specific placeholders or Refer to the List of Most Common Placeholders.

STEP 8: Upload the Document to Document Templates in Decipher. It is recommended that you request that Decipher support test the document template for you prior to using it to ensure all placeholders are correct and working. Email support@deciphercredit.com and indicate the name of the document for testing.

 

Placeholder Module Quick Reference: 

Applicant's Company = Client (Example: Name of Company, placeholder: Client_Company

Applicant's Garantors = Client (Example: Name: Client_Primary_Contact_FullName)

Applicants contacts = Contact (other applicant officers/contacts that are not primary)

Lender = User (Decipher user)

Application information = Application (key fields relating to the application itself, date, etc.)

Applicant's customers = Customer 

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