Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.
Use this guide to add and manage documents that you want to share with clients through a Client Portal request in Mercury Nexus. This module allows you to securely provide credit guides, fact sheets, lender documents and other supporting information.
Documents added here are view-only for clients.
Access the Documents to share module
Open the relevant Opportunity.
Select Client Portal from the side navigation.
Double-click the request to open it.
Select Request Builder from the left-hand panel.
Locate the Documents to share module.
You must configure this section while the request is in Draft status.
Add a document to share
You can upload documents from multiple sources.
Within Documents to share, click Add Document.
Select the document source.
Available sources include:
Your device
Opportunity attachments
Admin > General documents
Select the required document.
Confirm the upload.
The document will appear in the module list.
Choose the correct document source
Upload from your device
Use this option for one-off or client-specific documents.
The file will be uploaded to the request and attached to the opportunity.
Select from opportunity attachments
Use this option when:
The document is already stored in the opportunity
The document is linked to the client’s application
This avoids duplicate uploads.
Select from Admin > General documents
Use this option for:
Standard fact sheets
Frequently used templates
This ensures version control and consistency across files.
Tip
Use Admin documents where possible to reduce duplication and maintain compliance control.
Remove a document
To remove a document:
Locate the document within the module.
Select the delete button.
Confirm removal.
The document will no longer be visible to clients.
Understand client visibility
When the request is sent:
Clients can open and download shared documents
Documents are view-only
Clients cannot edit or replace them
Documents appear in the order configured in the module.
What you cannot change after sending
Once the request leaves Draft status:
Documents cannot be added
Documents cannot be removed
Order cannot be changed
If changes are required after sending, you must:
Create a new request, or
Clone the existing request (if appropriate)
Best practice when sharing documents
Before sending the request:
Confirm the correct document version is attached
Remove outdated templates
Ensure lender-specific documents match the product selected
Confirm compliance documents are current
Need help?
If you need help managing Documents to share in Mercury Nexus, contact your Partnership Manager or email [email protected].
Coming soon!
The features outlined in this article are not yet live. We will notify brokers via Nexus News once they are available.