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Opening the existing Envestnet client

Opening the new client

Click Retrieve > Client in Docupace

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Search for the Envestnet client.

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Open Client in Envestnet

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To connect to the Envestnet, we use IDP (Identity Provider). When logging in the first time, you must enter the credentials, because there isn’t created the SSO between the Docupace and Envestnet. The session is created and the client view is opened.

Opening the new client

Click Retrieve > Client in Docupace

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Search for the Envestnet client.

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Open Client in Envestnet

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 Log in to EnvestnetLog in to Envestnet:

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The System opens the Envestnet’s Client screen

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