Decipher has Electronic signature features built into our platform. Not only can you send out documents though Decipher and they will get tracked, but Decipher also prepares documents beforehand so that information is automatically filled in. Information for your applicants can be filled in automatically and then sent for signature if they have been prepared in Advance. Follow the Steps below for sending successful E-signature documents to multiple signers or when multiple party information is being automatically pre-filled into your document.
Step 1: Click on the Email button
Step 2: Select the Document. As soon as the document is selected, Decipher will immediately show if recipients need to be selected.
Step 3: Select the Recipients required for that document. Once you select them, Decipher will automatically fill in the information the document requires for this recipient.
Step 4: Download the Document to Preview it. Before sending to recipients, best practice is to download it to ensure the fields have been filled in correctly before sending. If you spot any errors or missing information, you can correct or add information in the client's application detail before attempting to send. If all looks correct then send.
💡 Tip: If your document template is automatically filling in information from applicants, partners, customers, vendors, and internal underwriting information, ensure all the information is complete prior to generating a document for signature.
How do I know my Document was sent for signature?
Decipher tracks all emails sent and you can view them in your dashboard if you have the Email panel selected to Display. Want to add this panel? See instructions.
Navigate to the Application Documents Tab in the Decipher Menu to the left. You should see the document that was sent along with status information showing the recipients, if they viewed/signed the document and the date. When the document is signed, it will be available here for you to download.
