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We're retiring the Client Centre and moving these functions into the Client Portal, giving you one place to manage client requests instead of several separate tabs.

Changes to Client Centre: DigiSign, Doc Requests and Questionnaires

Use this guide to create and manage doc request templates in Mercury Nexus, so you can reuse common document request sets and control exactly what each client needs to provide.

Creating and managing doc request templates

About the Doc Centre

Creating Doc Centre request

Creating Doc Centre invitations

Sending Doc Centre invitations

Reviewing and Accepting Documents in a Document Request

Use questionnaires in Mercury Nexus to collect client information and meet your Best Interests Duty obligations.

Using Questionnaires in Mercury Nexus

Create and manage questionnaires in Mercury Nexus

Creating and editing questionnaires

Learn how to clone and customise the Master questionnaire template in Mercury Nexus to suit your business workflow.

Creating a custom questionnaire from the Master template

Creating Conditional Questions

How to Download or Print Questionnaires

Mercury Insider Program

Learn how the Home Loan – Needs Analysis questionnaire works and what your clients will be asked.

Use the Home Loan – Needs Analysis questionnaire in Mercury Nexus

What should users know about the transition from the Client Centre to the Client Portal?

Gathering Client Information

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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