What is Decipher's New Document Checklist?

If you've been using a paper-based checklist to ensure your client's file is complete, you don't need to anymore! Our new Document Checklist adds tons of features and functionality to help you quickly determine if you have all the items you need from your client and to manage the process! You can also add or remove document requirements on the fly! No more paper-based checklists! 👏

You can even create deal conditions and covenants and create notes tied to a document! And if that's not enough, you can download all files together in a cinch! 😀

Where to Find the Document Checklist?

Navigate to any application and you will see a tab called "Document Checklist" towards the bottom of the menu items. If you don't see this tab, send us a chat and request that it be added to your account. 💬

The new Document Checklist gives you a list of all the documents you request from your clients and any internal documents you upload into their digital file. See all the features:

Pending Required Documents - The number of pending Required documents show up with a Red Number denoting how many are missing under that category.

Expand the category to see which required documents are missing.
​

Click next to the Document Name for a list of Status Actions to pop up.

Required

Click on Required to mark a document as required for this client and the box will turn Red. If the client has access to this section of the application then the document will now appear as Required on their Application/Portal. If not visible to the client, only your team will be able to see it. The user, date, and time of the action will appear.

Not Required

Click on Not Required to change its status for this client. This makes the document Not Required for this client and it will no longer appear in the Pending Documents list for the client or for you. The user, date, and time of the action will appear. It is also no longer counted in the tally of required documents.

Verified

When you have reviewed a document and you feel it meets the criteria, you can mark it as Verified. The icon will change and the user, date, and time of the action will appear.
​

Invalid

If a document does not satisfy the requirement, you can mark it as Invalid. This means that if the document was required, it will return to Required status and turn Red. It will also be tracked and shown in Pending Documents for you and/or the client, if they have access to Pending Documents. This is particularly useful when a client submits the incorrect document or one that doesn't satisfy the requirement or a group of documents were submitted under the same category but one is missing. You can reach out to the client and let them know what is needed and it will continue to show as pending for you even though they may have uploaded documents. Required documents will turn Red while Not Required documents will appear empty. If there is no document and it is not required, it will turn orange.

Example: Client accidentally uploaded an incorrect file under Bank Statements. Click to mark the file Invalid. Now the document turns Red and will show as Pending although a document is shown as uploaded.

Not Applicable

Click on Not Applicable to change its status for this client. This makes this document not applicable for this client and it will no longer appear in the Pending Documents (if required) for the client or for you. It is also not counted in the count of required documents. The user, date, and time of the action will appear.

​

To add a new doc requirement that is not in your client's application or file, click the document icon with the + sign. Note: To avoid duplicates, make sure any document you are adding isn't already listed under another category. If you have questions, reach out to our chat support team.

Select the Subsection where the document should be listed and give it a name. Choose if the document should be required.

If a user or client deletes a document, it will still appear and will identity the user, client, date, and time that the file was deleted.

☁️ You can now upload documents via drag and drop. Just click on the document you want and drag it into the Cloud next to the document name.

The cloud area will turn blue when its time to drop the document in. That's it!
​

You can now create funding conditions and covenants and create notes associated with documents! 🎉 You can set up deal conditions and assign them to yourself or teammates and Decipher will automatically send out Reminder Email Alerts. See our Article on Checklist Funding Conditions & Notes for more details.