Click Retrieve > Client in Docupace.

Search for the Envestnet client.

Open Client in Envestnet.

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.

Log in to Envestnet:

1. Enter username (or email)

2. Enter the password

3. Click Login.

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Select the Advisor from the list.

Enter the Family Name for a new client and click Continue.

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 The System opens the Envestnet’s Client screen.

Click Retrieve > Client in Docupace.

Search for the client.

Open Client’s proposal in Envestnet.

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.

Log in to Envestnet:

1. Enter username (or email)

2. Enter the password

3. Click Login.

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Enter the Proposal Title and Amount.

The System creates a new proposal for this client and opens the Risk Assessment screen.

Fill out all required fields and click Save + Next on all defined screens.

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In the Paperwork screen click Generate (to create the documentation).

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Select Send Proposal Info from the Actions menu to send this proposal to Docupace.

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In Docupace, create an account for this proposal.

In Docupace the Work Item is created and the process continues as the standard Workflow. The only difference is: that when the account is created, Docupace sends the signed document to Envestnet.