22 articles
About the Client Centre
Client Centre User Experience
Enabling the Client Centre for your Opportunity
Sending your Client Access to the Client Centre
Sending Disclosure Documents To Your Clients From The Client Centre
Creating and Cloning Doc Centre templates
About the Doc Centre
Creating Doc Centre Requests
Creating Doc Centre invitations
Sending Doc Centre invitations
Sharing your documents in the Client Centre
Reviewing and Accepting Documents in a Document Request
About Questionnaires
Creating and editing questionnaires
Managing Questionnaires in your Opportunity
Using Questionnaires in the Client Centre
Master Questionnaire template
Creating Conditional Questions
How to Download or Print Questionnaires
Using The Client Centre Summary Merge Template
Mercury Insider Program
New Needs Analysis Questionnaire