Before you copy the invitation link
Review the request carefully before copying the invitation link.
Confirm:
Correct contacts are selected
Household structure is correct
Expiry date is appropriate
Required modules are enabled
Documents to share are correct
DigiSign documents are correct
Personal Details & Financials are assigned correctly
Questionnaires are configured properly
Document requests are configured properly
Use Preview Client Portal to review the client view.
Important
Once the link is copied, the status changes to Sent (Not Opened). The contacts can no longer be changed. You can keep editing the rest of the request until the client submits it or you close it.
How to copy the invitation link
Open the Client Portal request.
Click Copy Invitation in the top toolbar.
A modal will be displayed with each applicant in a table
Click Copy Link to copy a client’s invitation link
Click Close when you are done
What happens after copying the link
After the link is copied:
The request status moves to Sent (Not Opened)
A banner appears confirming the request has been sent
You can still:
Add, amend and remove items in the Request Builder
Change the request name, expiry date and reminder email settings
Email your clients about changes using the Notify Clients banner
You cannot:
Change the contacts on the request
When to create a new request instead
Create a new Client Portal request if:
Incorrect applicants were selected
Household structure was incorrect
You need to change the contacts on the request
Need help?
If you need help copying a Client Portal invitation link in Mercury Nexus, contact your Partnership Manager or email [email protected].