Documentation in Mercury to feed into ApplyOnline | Mercury

Documentation in Mercury to feed into ApplyOnline

complete

Daniel Oh

Documentation (such as compliance prescribed documentation and supporting documentation collected from customer) can automatically be pulled into Apply Online without broker having to manually download from Mercury and then upload into Apply Online

April 2, 2019

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Glenn Lees

Merged in a post:

Match doc categories to Mercury and push to Apply Online

Sarah

It would also be great if the template/ request could match the categories of docs in Mercury and push out to applyonline.

February 26, 2020

Sarah

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Sarah

Matthew Clark - pushing supporting documents is something we are looking at doing. I've merged your post with this one so you will be updated when we move it from planned to in-progress. This should address the underlying issue?

Sarah

Merged in a post:

Option to attach files from Mercury when in apply online

Matthew Clark

The supporting documents do not come across from Mercury and there is no option to attach supporting documents from Mercury, only as per your screen shot, you can attach from your computer is you have stored files there.

February 17, 2020

Andy Fleming

Thanks for the feedback Daniel Oh - we're definitely looking to streamline the workflow from collection to submission, and will automate as much of it as we can.

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