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 preview a Client Portal request before sending it to your clients. Previewing allows you to check the layout, enabled modules and document requests from the client’s perspective.
Preview the request while it is in Draft status to confirm everything is configured correctly.
Open the request
Open the relevant Opportunity.
Select Client Portal from the side navigation.
Double-click the request to open it.
Preview the Client Portal
In the top toolbar, click Preview Client Portal.
If there is more than one contact on the request, select the contact you want to preview
The preview will open and display:
Enabled modules
Shared documents
Document requests
Questionnaires
Personal and financial sections
This shows how the Client Portal will appear to the client once sent.
What preview shows
Preview displays:
The order of modules
Which sections are enabled
Document card titles and descriptions
Quantity requirements
Shared vs individual sections
Use preview to confirm:
No unnecessary modules are enabled
Document descriptions are clear
Questionnaire sections are correctly assigned
Financial modules are assigned to the correct applicant
What preview does not show
Preview does not:
Display client-specific progress
Display the signing component for DigiSign documents
Important
DigiSign documents cannot be previewed. Confirm the correct version is attached before sending the request.
When to use preview
Use preview:
Before sending the request
After applying document templates
After configuring questionnaires
After assigning financial modules
Previewing reduces client confusion and follow-up corrections.
After previewing
If changes are required:
Close the preview
Return to Request Builder
Update the relevant module
You can only make changes while the request is in Draft status.
Need help?
If you need help previewing a Client Portal request 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.