What is DocIQ?
DocIQ is a feature in Mercury Nexus that automatically classifies documents you upload and generates a filename based on a naming structure you configure. When you upload client documents to an opportunity, Mercury reads each file, identifies the document type, and applies a filename using your template, removing the need to rename files manually.
You can use this feature to:
automatically classify uploaded client documents by type
generate filenames based on a naming template you configure
review, adjust, and approve generated filenames before they are saved
enable or disable automatic renaming at any time
Brokerage Admin Account users can also set a naming config at the brokerage level. That config automatically applies to any broker in the brokerage who has not set their own, so a whole brokerage can adopt consistent document filenames without each broker configuring anything individually. Brokers who have already set their own config are not affected.
Note: DocIQ applies to new uploads only. Documents already saved to an opportunity are not affected.
Set up your naming templates
Before DocIQ can generate filenames specific to your naming convention, you need to configure a naming template for each document type you use. You do this in the Document Name Configurator. Your templates are saved to your broker profile.
Set up naming config as a Brokerage Admin Account user
Step 1: Open the DocIQ Naming tab
In Mercury Nexus Admin, go to CRM Settings.
Select the DocIQ Naming tab.
Step 2: Configure global format settings
In the Document Name Configuration section:
Tick Enable automatic renaming to turn automatic renaming on for the brokerage.
Set your global format preferences: Separator, Date Format, and Name Format.
Step 3: Configure document templates
In the Document Templates section:
Select a document type from the list, for example Payslip, Bank Statement, or Drivers Licence. Document types are grouped by category and can be searched.
Insert field tokens into the Naming Template field, such as
{documentType},{name}, or{date}.Check the Preview to confirm the filename looks correct.
Repeat for each document type you want to configure.
Tip: Use Clone from a broker profile at the bottom of the page to copy the naming config from an existing broker's profile. Select a broker from the dropdown and click Apply. This is useful if one broker already has a well-configured template you want to roll out across the brokerage.
Once saved, any broker who has not set their own config will automatically use the brokerage defaults.
Note: Brokers can reset their individual settings back to the brokerage defaults at any time using the Reset all button in their Document Name Configurator.
Set up naming templates as a broker
Step 1: Open the Document Name Configurator
Go to the CRM and click on an Opportunity
Go to Attachments
Click on Upload to open the Document Name Configurator.
If your Brokerage Admin Account has set a brokerage-level config and you have not configured your own, you will see the following banner at the top of the page:
Automatic renaming, separator, date and name format are inherited from your Brokerage Admin Account. Changing them here will create your own config.
Your settings and document templates are already populated with the brokerage defaults. You do not need to configure anything if you are happy to use those defaults.
Step 2: Select a document type
Select a document type from the list, for example Payslip, Bank Statement, or Driver's Licence.
Step 3: Build your naming template
Insert field tokens into the template field, such as borrower name, document type, date, or employer.
Set your global format preferences: separator style, date format, and name format.
Check the live preview to see how the generated filename will look with sample data.
Save your template.
Tip: Use the live preview to check your template before saving. This helps you catch formatting issues before they appear on real documents.
Repeat for each document type you want to configure.
Tip: You can revert any document type template back to the default at any time from the Document Name Configurator.
Step 4: Enable automatic renaming
Use the enable/disable toggle in the Document Name Configurator to turn automatic renaming on/off.
Note: When automatic renaming is disabled, documents will be uploaded with the original file name.
Upload and rename documents
Once your templates are configured and automatic renaming is enabled, DocIQ runs automatically each time you upload documents to an opportunity.
Step 1: Upload your documents
There are two ways to upload documents:
Drag and drop files directly into the attachments section. Documents are classified and renamed automatically using your configured template, and saved straight to the CRM without opening the preview modal to accept the renaming changes.
Click Upload in the attachments section and select your files. This opens the DocIQ modal, where you can review classifications and proposed filenames before approving.
Tip: Use the Upload button if you want to preview and approve filenames before they are saved.
Step 2: Review the results
Review the results table: original filename, document classification, and proposed new filename are shown for each file.
If Mercury identifies more than one name in a document, a dropdown appears on the name field. Select the name you want to use for the filename.
If a classification looks incorrect, select the file to preview it, select the correct document type and reclassify, approve the revised filename.
Important: If Mercury cannot classify a document with sufficient confidence, it will not generate a filename automatically. The upload will not be blocked. Review any unclassified documents, assign a document type manually, and approve before saving.
Step 3: Accept and save
When you are happy with the results, accept the update.
Approved filenames are applied and the documents are saved to the opportunity.
What happens next
After filenames are approved and saved:
documents are stored against the opportunity with the generated filenames applied
you can return to the Document Name Configurator at any time to update your templates
any documents that were not classified remain in the opportunity and can be reviewed and renamed manually
Working with document classifications
When requesting documents from a client via the Client Portal, each requested document now carries a classification. This makes it clear what each document is, both when you build the request and when the client returns it through the portal.
What is a document classification?
A document classification labels what kind of document is being requested. Classifications are set on Doc Request Templates by your administrator and pre-fill automatically when you apply a template to a Client Portal request. For ad-hoc document requests, you select the classification yourself.
Note: Classifications applied from a template are read-only on the document card. To change a default classification, update the Doc Request Template in Admin.
Where you'll see classifications
Document classifications appear as a badge on each document card, so you can see at a glance what each requested document is. You'll see them in:
the Client Request Builder, when you apply a Doc Request Template
the Create Doc Request modal, when you add an ad-hoc document
Review Returned Docs, when you check what your client has uploaded to the Client Portal
Checking returned documents against their classification
When your client returns documents through the Client Portal, DocIQ automatically detects the type of each uploaded file. In Review Returned Docs, Mercury compares the detected type against the classification you requested and shows a match indicator on each file, so you can quickly see whether the returned document is what you asked for.
For each returned file you can:
approve it, if the detected type matches the requested classification
preview the file, then reclassify it if the detected type is wrong
rename the file inline, or use the approve-and-rename shortcut to approve and apply a corrected name in one step
Important: A mismatch does not block the document. Review any mismatched files before approving, so the right document is saved against the correct classification.
What happens next
After filenames are approved and saved:
documents are stored against the opportunity with the generated filenames applied
you can return to the Document Name Configurator at any time to update your templates
any documents that were not classified remain in the opportunity and can be reviewed and renamed manually
Need help?
If you need help setting up or using DocIQ in Mercury Nexus, contact your Partnership Manager or email [email protected].