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.
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: \/.*'
How to download a document?
Documents can also be downloaded from the attachments tab. You can download a single document or download multiple documents 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.
To download a single document, highlight it and click Download in the top menu.
To download multiple documents, select two or more documents and click Bulk Download in the top menu.