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Find out how DocIQ works in Mercury Nexus, and use this guide to configure your naming templates and rename documents automatically when you upload them to an opportunity.

DocIQ - Automatically Rename Documents in Mercury Nexus

DocIQ - Extract Data from Identity Documents

Process applications more efficiently by automating document handling in Mercury Nexus.

DocIQ

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

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

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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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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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