Before you copy the invitation link
Review the request carefully before clicking Send.
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 Request Builder is locked and cannot be edited.
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 clients 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)
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 in the modules
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
Need help?
If you need help closing a Client Portal request in Mercury Nexus, contact your Partnership Manager or email [email protected].