Templates create efficiencies. You don’t want to waste valuable time and money recreating requests every time you work with a new client. Mercury Nexus streamlines your customer journey by allowing you to create, close and customise Doc Centre request templates.
How do I create a Doc Centre template?
Open the Admin app and select CRM Settings from the main left-hand menu.
Select Doc Request Templates from the top menu.
Click the + icon to open a new tab to create a new Doc Request Template. The template has two sections
Template Details - This is the template name and an optional description.
Doc Cards - This is where the specific document requests are added.
Add a Title and Description in the Template Details
Click the +Doc Card button to add each individual document request, for example Driver License.
Your new Doc Centre Request template will automatically be saved. Click the cross to exit.
Can I clone a Doc Centre request template?
Open the Admin
Navigate to CRM Settings in the main left-hand menu.
Select Doc Request Templates from the top menu.
Highlight the template
Select the Clone
This will open a cloned version of the template.
Update the Title and add or delete any Doc cards (see above description).
Your new Doc Centre Request template will automatically be saved. Click the cross to exit.
