The DocCentre is a document management application that allows you to send document request to your clients and have them upload their documents directly into Mercury.
Getting to know the DocCentre terms
Before you get started with the DocCentre its important to understand the terminology used to describe the functions within the application.
- Document: Word, Excel or PDF document.
- Request/Document Request: The group of documents that a client is required to provide.
- Card/Doc Card: Within a document request a card is used to represent a document.
- Client: The person receiving the document request.
- Client View: The version of DocCentre the client has access to.
- Conversation pane: Where you send and receive messages from your client.
Doc Requests move through four different statuses:
- DRAFT: The Doc Request has been created, but not yet sent to the client.
- SENT: The Doc Request has been sent to the client and is awaiting their action.
- IN PROGRESS: The client may be working on the Doc Request, or have completed the Doc Request but you have not accepted their documents.
- COMPLETE: You have accepted the Doc Request.
What you can do in the DocCentre App?
The core function of the DocCentre is to facilitate the collection of documents and upload them in to Mercury. In support of this the DocCentre also performs a number of supplementary functions.
The DocCentre has the ability to:
- Create a document request: Create a request for one or multiple clients.
- Link a document request to an Opportunity: Choose which Opportunity the documents are to be uploaded into.
- Specify documents for multiple clients within the one request: Identify on the doc card which client(s) are required to upload the document.
- Clone a document request: Clone an existing document request so that it can be used with another client.
- Delete a document request: This can only be done for requests in a DRAFT status
- Accept one or more documents (within a request)
- Decline one or more documents (within a request)
- Accept an entire document request: Accept an entire request and upload the documents into Mercury.
- Access the Client view: Access the Client view so that you can help your client troubleshoot
- Communicate with your client: Use the messaging function with the DocCentre to communicate with clients about their documents. Note: this is not a live chat function. You are only able to post messages to a Doc request.
To learn more see: Managing Doc Requests from the grid