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 request supporting documents from your clients using the Doc Request module within a Client Portal request in Mercury Nexus. This module allows you to collect application-specific documents securely through the Client Portal.
You must configure document requests while the request is in Draft status.
Access the Doc Request 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 Doc Request.
Enable the module using the toggle on the right.
Add document requests using a template
Templates allow you to apply a predefined list of document requests.
Click Apply Doc Request Template.
Select the required template from the list.
Click Choose.
The template will populate multiple document cards automatically.
Use templates for:
Standard PAYG applications
Self-employed applications
Commercial deals
This improves consistency and reduces manual setup.
Add an individual document card
If you need to request a specific document:
Click + Add Doc Card.
Enter the document title.
Add a description (optional but recommended).
Click Confirm.
The new document card will appear in the list.
Edit a document card
You can customise each document request.
Select Edit on the document card to update:
Document title
Description
Clear descriptions reduce client confusion and follow-up queries.
Assign who must provide the document
Within each document card, select who must provide it:
Individual applicant
Multiple applicants
Mark a document as optional
You can toggle Mark as optional if the document is not mandatory.
Optional documents:
Do not prevent submission
Are still visible to the client
Use this for supporting but non-essential documents.
Remove a document request
While in Draft:
Select the delete icon on the document card.
Confirm removal.
The document request will no longer appear in the Client Portal.
Understand how clients upload documents
When the request is sent:
Clients access the request via their dedicated link.
They upload documents directly within each document card.
Completion percentage updates as documents are uploaded.
Shared documents appear in the shared section.
What you cannot change after sending
Once the request moves out of Draft status:
Document cards cannot be added
Document cards cannot be removed
Quantity cannot be changed
Required applicant selection cannot be changed
If changes are required:
Close the request, or
Create a new request
Important
Confirm all required documents are included before sending the request.
Best practice before sending
Before sending the request:
Apply the correct template (if applicable)
Remove unnecessary document cards
Ensure descriptions are clear and specific
Confirm quantity settings are correct
Confirm correct applicant or shared assignment
Need help?
If you need help managing Document Requests 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.