Searching through emails for a document a client sent you is both time consuming and frustrating. Mercury Nexus takes the hassle out of managing documents by storing them in the one easy-to-access central location.
You can store any attachments in the People, Opportunities or Company records.
You can also:
Upload and download documents.
Generate a document as a PDF.
Open documents in Word Online.
Redact a document.
Send a document to be digitally signed via DigiSign.
Send a document to Apply Online.
Mark a document as evidence in the Compliance Workflow.
Rename a document
How do I upload a document to Mercury Nexus?
Documents can be uploaded to an Opportunity, Company or People record from the Attachments section. To do this:
Open the CRM and select either People, Companies or Opportunities from the main left-hand menu.
Highlight and open the relevant record.
Navigate to Attachments in the sub left-hand menu.
Click on the Upload button to upload a document from directly from your computer.
Click on the Attach button to Attach from Library. The Select Library Document window will pop out. Highlight the relevant document and click Choose.
Note. There is a document size limit of 10MB per document. For large PDFs there are many websites which can be used to compress the file. Example: https://smallpdf.com/compress-pdf
Note: Some text characters are restricted in the name of the file to be uploaded. The following characters cannot be used in any file name in Mercury Nexus and your file will not upload if you do use them: \/.*'%*#@
Zip files are currently unsupported and cannot be uploaded into the attachments.
How to download a document
Documents can also be downloaded from the attachments tab.
To do this:
Open the CRM and select either People, Companies or Opportunities from the main left-hand menu.
Highlight and open the relevant record.
Navigate to Attachments in the sub left-hand menu.
To download a single document, highlight it and click Download in the top menu.
How to download multiple documents at once
Documents can also be downloaded from the attachments tab in bulk.
To do this:
Open the CRM and select either People, Companies or Opportunities from the main left-hand menu.
Highlight and open the relevant record.
Navigate to Attachments in the sub left-hand menu.
Select the top document, hold Shift on your keyboard and select the last document to select all and click Bulk Download in the top menu.
How to rename a document in attachments
You can rename any document in the attachments using the document name field above the document preview.
Select the document in the attachment list
Click into the document name field
Type in the new document name
