Each status reflects the progress of the request and determines what you and your client can do.
You can view the current status from:
The Client Portal tab within the opportunity
The request toolbar when the request is open
Draft
The request has been created but not sent to the client.
What this means
The client has no access.
You can fully configure the request.
All modules and settings can be edited.
You can:
Add or remove modules
Edit contacts
Change expiry and reminders
Add or remove document requests
Add or remove DigiSign documents
Enable or disable questionnaire sections
This is the only status where full configuration is available.
Sent (Not Opened)
The request has been sent, but no client has accessed it.
This status updates automatically when you click Send Request or Copy Invitation.
What this means
The client has received the invitation email.
The portal link is active.
The request cannot be edited.
You cannot:
Modify modules
Change applicant assignments
Add or remove documents
You can:
Resend the request (same link)
Extend the expiry date (if applicable)
Client In Progress
At least one client has opened the request and started completing a module.
What this means
The client has accessed the portal.
Completion percentage begins updating.
Reminder emails may continue (if enabled).
The request remains locked for editing while in this status.
Each applicant:
Uses their own dedicated link
Sees only the sections assigned to them
Client Submitted
The client has completed and submitted all required sections.
What this means
All required modules are complete.
The portal becomes read-only for the client.
Completion percentage displays 100%.
Clients can:
View submitted information
Download shared documents (if applicable)
Clients cannot:
Edit responses
Upload additional documents
If changes are required, you must create a new request.
Closed
The request has been manually closed by the broker or support staff.
What this means
Client access is revoked.
The portal link is disabled.
The request is no longer active.
Use this status when:
A request was created in error
A replacement request has been sent
The opportunity is no longer proceeding
Expired (if applicable)
If the expiry date passes before completion:
The portal link becomes inactive.
Clients lose access immediately.
You must:
Extend the expiry date (if permitted), or
Create a new request.
Important
Expired requests prevent clients from continuing their progress. Monitor expiry dates when requests are in progress.
How status affects editing
Status | Can Edit? | Client Access? |
Draft | Yes | No |
Sent | No | Yes |
Client In Progress | No | Yes |
Client Submitted | No | Read-only |
Closed | No | No |
If you need to make structural changes after sending, you must create a new Client Portal request.
Need help?
If you need help understanding Client Portal request statuses in Mercury Nexus, contact your Partnership Manager or email [email protected].