Microsoft Integration Information
Microsoft Word & Microsoft Outlook Add-Ins
Decipher Docs is a Microsoft Word Add-In that can be installed in most editions of Microsoft Word and is compatible with Decipher software for document automation. The Add-In enables lenders to add “placeholders” to their standardized documents for automation. Standardized documents, such as agreements, proposals, tax forms, and many other types of documents can be automated using our Add-In.
Decipher Docs Add-in provides all the available fields from the Decipher platform and allows lenders to easily insert field placeholders. Once a document with placeholders is uploaded to Decipher, the platform will dynamically generate proposals and/loan agreements based on Decipher’s automated credit decisions.
Please note that Decipher Docs is part of Decipher Document Management features available only with Decipher products.
Add-in capabilities:
- Shortcut buttons for commonly used fields
- Field placeholders are organized by module and are easy to find
- Insert placeholders directly into your document
- Placeholder highlight feature
Decipher Leads is a Microsoft Outlook Add-Inn that can be installed in most editions of Microsoft Outlook and is compatible with Decipher software for lead automation. The Add-In enables lender teams to send credit applications to new leads directly from Outlook. It also allows lender teams to view lead contact information in Outlook that is stored in Decipher and add new lead contacts to Decipher in one click.
Add-in capabilities:
- Allows instant open of Lead and Credit Application in Decipher
- Add new lead contacts from Outlook into Decipher in one click
- Create and send a credit application directly from Outlook
Please note that Decipher Leads is part of Decipher Leads Management features available only with Decipher products.
If you have questions or experience difficulties with our Word add-ins please contact us for support. You can also read our Privacy Policy for more information.