Why use doc request 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.
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 request 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 title (for example, ID - Drivers licence)
Add a Document description telling the client what to provide
Set how many copies are required and whether the document is mandatory or optional (see below)
Repeat for each required document
Setting the number of documents required
Each doc card lets you set how many copies of that document the client must upload. Use this when a single request needs more than one file, such as the front and back of a driver licence.
Open a doc card by clicking the edit (pencil) icon
Under Quantity, use + and – to set the number of copies required
You can request between 1 and 5 copies per document
The quantity you set is shown on the doc card (for example, "2 documents").
By default each doc card requests 1 document.
Marking a document as mandatory or optional
You can control whether each document must be provided before the client can complete the request.
Open a doc card by clicking the edit (pencil) icon
Use the Mark as optional toggle to make the document optional
Leave the toggle off to keep the document mandatory
Each doc card displays a Mandatory or Optional badge so you can see its status at a glance.
Doc cards are mandatory by default. Turn on Mark as optional only for documents the client can skip.
When finished, save the doc card and click the cross to close the template tab.
Templates save automatically. You do not need to manually save changes.
Clone an existing doc request 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, including their quantity and mandatory or optional settings
The cloned template saves automatically. Click the cross to exit.
What happens next?
Once created, your template can be selected when sending a Client Portal request to a client. The quantity and mandatory or optional settings you applied to each doc card carry through to the client's request.
Need help?
If you need help creating or managing doc request templates in Mercury Nexus, contact your Partnership Manager or email [email protected].