(Coming soon!) Understanding the Client Portal request section in an opportunity

Learn how the Client Portal request section works within an opportunity in Mercury Nexus and how each component supports your client workflow.

Use this guide to understand how the Client Portal request section works within an opportunity. This section allows you to manage all client-facing requests, including document sharing, digital signatures, financial data collection, questionnaires, and document collection.

This article explains what each area does. Separate guides will cover step-by-step instructions for each section.

The Client Portal section displays all requests linked to the opportunity.

You will see a table showing:

From this table, you can:

When you open a Client Portal request, a side navigation panel appears on the left.

This panel allows you to move between different sections of the request and manage its configuration and progress.

The side navigation includes:

Each section controls a different part of the Client Portal workflow and is explained in detail below.

The toolbar allows you to manage the request lifecycle.

From here, you can:

This section controls the core settings of the Client Portal request.

You can update the name of the request at any time. Use clear naming conventions, especially if you are creating multiple requests within one opportunity.

You choose which contacts from the opportunity are included in the request.

Only selected contacts will:

Every request must have an expiry date.

By default, the system sets this to two weeks from the creation date.

After the expiry date:

Important
If a request expires, you must update the expiry date or create a new request before the client can continue.

The request builder controls what the client sees and completes.

Modules are displayed in the order the client will complete them:

You can configure each module before sending the request.

Use this section to provide documents to your clients.

You can upload documents from:

This is useful for sharing:

Use DigiSign to request electronic signatures.

The documents available for signing are sourced from the opportunity attachments.

Clients complete signatures directly within the Client Portal.

Note
DigiSign documents cannot be previewed from the Client Portal preview function.

This module allows you to collect structured data from clients.

You can control which sections are included in the request.

You can request:

You can also control which applicant completes the financials.

This ensures you only collect relevant data and avoid unnecessary duplication.

You can add a questionnaire to the request.

You control which sections the client must complete before submitting.

This is commonly used for:

Use this section to request supporting documents from clients.

You can:

This allows you to tailor document collection to the application type.

If you need help understanding how the Client Portal works in Mercury Nexus, contact your Partnership Manager or email [email protected].