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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

Understand how the Client Centre works, what your clients see and how their information syncs back to Mercury Nexus in real time.

About the Client Centre

Client Centre User Experience

Learn how to enable the Client Centre for an Opportunity and allow clients to update their information in real time.

Enabling the Client Centre for an opportunity

Learn how to send Client Centre invitations or generate a secure access link for your clients.

Sending client access to the Client Centre

Learn how to obtain client consent and send disclosure documents electronically using the Client Centre in Mercury Nexus.

Sending disclosure documents via the Client Centre

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

Sharing your documents in the Client Centre

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

Managing Questionnaires in your Opportunity

Learn how to control where questionnaire sections display in the Client Centre for your clients.

Choose where a questionnaire appears in the Client Centre

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

Using The Client Centre Summary Merge Template

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

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

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

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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