📋 Client Memo / Client Summary
To print out a client summary, you will find a document template you can generate on your client in Document Templates. 

Step 1: Navigate to the desired Application, click on the Email button. 

Step 2: Select the Document Template for your client memo/summary.  If one does not show up from the list that appears, contact support and request for a client summary to be placed in your account.  

Step 3: If Recipients show up for you to choose, select the correct ones so that Decipher will pre-fill their information into your summary. Even though you are not sending this summary to your clients, this screen allows you to select the parties that will be included in your summary and is the signal to Decipher to pull their information and pre-fill it into your document. 

Step 4: Click the Download button. This will download a Summary file in Microsoft Word with your client information pre-filled. You can continue editing.