Connective

Learn how the Client Portal request section works within an opportunity in Mercury Nexus and how each component supports your client workflow.

(Coming soon!) Understanding the Client Portal request section in an opportunity

Understand what your clients see, how they progress through the Client Portal, and what to expect as they complete and submit their request.

(Coming soon!) How your clients complete a Client Portal request

Learn how to create, open, delete and manage the lifecycle of Client Portal requests within an opportunity in Mercury Nexus.

(Coming soon!) Creating and managing Client Portal requests in an opportunity

Learn how to manage request name, contacts, expiry dates and automated reminders within a Client Portal request in Mercury Nexus.

(Coming soon!) Controlling Basic Settings & Reminders in a Client Portal request

Learn how to upload and manage documents you want to share with clients within a Client Portal request in Mercury Nexus.

(Coming soon!) Managing Documents to Share in a Client Portal request

Learn how to add, configure and manage DigiSign documents within a Client Portal request in Mercury Nexus.

(Coming soon!) Managing DigiSign enabled documents in a Client Portal request

Learn how to configure personal details and financial modules within a Client Portal request to collect accurate structured data from your clients.

(Coming soon!) Managing Client Details and Financials in a Client Portal request

Learn how to add, configure and manage questionnaires within a Client Portal request in Mercury Nexus.

(Coming soon!) Managing Questionnaires in a Client Portal request

Learn how to request supporting documents from clients using the Doc Request module within a Client Portal request in Mercury Nexus.

(Coming soon!) Managing Document Requests in a Client Portal request

Learn how to preview a Client Portal request before sending it to clients in Mercury Nexus.

(Coming soon!) Previewing a Client Portal request

Learn how to send a Client Portal request to your clients and understand what happens after sending in Mercury Nexus.

(Coming soon!) Sending a Client Portal request

Guides to help you gather client information through the Client Portal, including setup, document collection, questionnaires, digital signatures and lifecycle management.

(Coming soon!) Gathering Client Information in the Client Portal

Find answers and get help from Intercom Support and Community Experts

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