Why use Doc Centre templates?
Templates allow you to:
Reuse common document request sets
Maintain consistency across your team
Reduce errors and missed documents
Improve turnaround times
Instead of recreating document requests for every client, you can apply a saved template and customise it where needed.
How do I create a Doc Centre template?
Access Doc request templates
To manage templates:
Open the Admin app in Mercury Nexus
Select CRM settings from the left-hand menu
Select Doc request templates from the top menu
Create a new Doc Centre template
From the Doc request templates screen:
Click the + icon to open a new template tab
Each template contains two sections.
Template details
This section includes:
Title – The name of the template
Description – An optional summary explaining when to use it
Enter a clear, descriptive title that reflects the client type or scenario (for example, “PAYG standard home loan”).
Doc cards
This section is where you add individual document requests.
To add a document:
Click + Doc card
Enter the document name (for example, Driver licence)
Repeat for each required document
Note
Templates save automatically. You do not need to manually save changes.When finished, click the cross to close the tab.
Clone an existing Doc Centre template
Cloning allows you to create a variation of an existing template without starting from scratch.
To clone a template:
Open the Admin app
Select CRM settings
Select Doc request templates
Highlight the template you want to copy
Select Clone
A cloned version of the template will open in a new tab.
Update:
The Title
The Description, if required
Add or remove Doc cards as needed
The cloned template saves automatically. Click the cross to exit.
What happens next?
Once created, your template can be selected when sending a Doc Centre request to a client.
Need help?
If you need help creating or managing Doc Centre templates in Mercury Nexus, contact your Partnership Manager or email [email protected].