Use this guide to send a Client Portal request to your clients in Mercury Nexus. You can choose to send the invitation by email or SMS. Once sent, the request becomes active and clients can begin completing the required sections.
Before you send the request
Review the request carefully before clicking Send.
Confirm:
Correct contacts are selected
Household structure is correct
Expiry date is appropriate
Reminder emails are enabled (if required)
Required modules are enabled
Financial modules are assigned correctly
Document requests are complete
DigiSign documents are correct
Questionnaires are configured properly
Use Preview Client Portal to review the client view.
Important Once the request is sent, the request is locked and cannot be edited.
Step 1: Click Send Request and choose a channel
Open the Client Portal request.
Click the chevron next to Send Request in the top toolbar.
Choose Send via Email or Send via SMS from the dropdown.
A confirmation message will appear advising that settings will be locked after sending.
Click Confirm to continue.
Sending via email
Follow these steps if you chose Send via Email at Step 1.
Step 2: Select clients to invite
A Select clients to invite window will appear, showing applicants with an Email column.
Confirm the correct applicants are selected.
Click Choose.
Step 3: Select an email template
The Select an invite template window will open, showing your email templates.
Choose the appropriate email template.
Click Choose.
Templates determine the email subject and body content sent to clients.
Step 4: Review and send the email invitation
The Send email invitation screen will open.
From here, you can:
Review the sender details
Edit the subject line
Adjust email content
Add CC or BCC recipients
Add attachments
When ready, click Send.
Each selected applicant receives:
An individual email
A dedicated Client Portal link
Sending via SMS
Follow these steps if you chose Send via SMS at Step 1.
Step 2: Select clients to invite
A Select clients to invite window will appear, showing applicants with a Mobile column.
Confirm the correct applicants are selected.
Click Choose.
Applicants without a mobile number are disabled, with a tooltip explaining why. Only selected contacts will receive the invitation SMS.
Step 3: Select an SMS template
The Select an invite template window will open, showing your Client Portal invite SMS templates.
Choose the appropriate SMS template.
Click Choose.
Templates determine the body content sent to clients. SMS templates do not have a subject line.
Step 4: Review and send the SMS invitation
The Send SMS invitation screen will open.
From here, you can:
Review the From and To fields
Edit the message body (plain text only)
Use the character counter to stay within SMS length limits
When ready, click Send.
Each selected applicant receives:
An individual SMS
A dedicated Client Portal link
What happens after sending
After the invitation is sent:
The request status changes to Sent (Not Opened)
The request becomes locked for editing
A banner appears confirming the request has been sent
Editing is disabled
You cannot:
Add or remove modules
Change applicant assignments
Modify document requests
Edit DigiSign configuration
Resend a request
If a client does not receive the invitation:
Open the request.
Click Send Request again (or use resend if available).
Resending:
Sends the same portal link
Does not reset progress
Does not create a new request
When to create a new request instead
Create a new Client Portal request if:
Incorrect applicants were selected
Household structure was incorrect
Incorrect modules were enabled
A different configuration is required
Do not attempt to adjust opportunity contacts after sending to force structural changes.
Need help?
If you need help sending a Client Portal request in Mercury Nexus, contact your Partnership Manager or email [email protected].