Connective

About the Client Centre

Client Centre User Experience

Enabling the Client Centre for your Opportunity

Instructions and information for providing your clients access to the Client Centre

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 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

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

Gathering Client Information

Find answers and get help from Intercom Support and Community Experts

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