A new enhancement to the Client Centre ensures a more streamlined and secure document upload process for opportunities with multiple applicants. This update improves the user experience by allowing each client to manage their own document requests independently while preventing premature submission.

Key Enhancements

1. Personalized Document Request View

   • When multiple applicants are part of a Client Centre request, each client will now see a “Provide Requested Documents” card under their own section.
   • The document request tile will no longer appear as a shared section at the top of the main page, ensuring clarity and reducing confusion.

2. Restricted Access to Other Applicants' Documents

   • Clicking on the document request card will now only display the client’s own document requests.
   • Clients will no longer see or be able to upload documents for other applicants in the opportunity.

3. Green Submit Button Behavior Change

   • The Submit button will remain disabled unless at least one document has been uploaded.
   • This ensures that incomplete document requests cannot be submitted prematurely.

New Submission Rules

• If only a document request exists in the Client Centre, at least one document must be uploaded before the Submit button is enabled.
• If a document request and “Documents Shared With You” exist, at least one document must be uploaded before submission is allowed.
• If the Client Centre includes other sections (e.g., Financials, Personal Details, etc.), submission will only be enabled once all sections are complete and at least one document is uploaded.

For opportunities with multiple applicants:

• A document request is considered done only when each applicant has uploaded at least one document.
• The Submit button will only be enabled when all applicants in the request have uploaded at least one document each.

What This Means for your Clients

This enhancement provides a clearer, more structured document upload process, ensuring that:

• Each client only sees and manages their own document requests.
• Documents cannot be submitted on behalf of other applicants.
• Incomplete submissions are prevented, ensuring all required documents are provided before final submission.

This update simplifies the Client Centre experience, making it easier to track document completion while maintaining security and accuracy across multi-applicant opportunities.

We’d love your feedback! Share your thoughts and suggestions via the Idea Portal to help us make Nexus CRM even better.  

Mercury Product Team