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titleVersion History

Date

Change

July 2022

Initial Version

Change History

Contents

Table of Contents
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Using the App

The Proposal-New App allows you to quickly create a new proposal for a specific client.

Tip: Search for the client by name or SSN (A) and:

  1. select the client from the Results and click Next or

  2. click Create New Client.

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Click the Proposal-New tile.

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Complete all fields on the Account Setup tab (A).

  1. Firm

  2. Rep

  3. Vendor

  4. Product Type

  5. Registration Type

  6. Account Options

Click Next (B).

Note: Once you make a selection in a field, the next field will display.

Tip

Tip: You can view your selections at the bottom of the screen (C). You can also restart at any time by clicking the Start Over button (D).

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Tip
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If you started from Redtail (client name is present in the Overview section), skip this stepthe Initiate a New Envestnet Proposal screen is opened.

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Enter the First Name, Last Name, or SSN and click Search.

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The system displays a list of results. You can select:

A. From the results list

B. Search Again

C. Create New Client

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On the Final Review tab:

  1. Click the Lines icon (1) to reorder the primary and additional account holders.

  2. Click the Trash icon (2) to delete the primary or additional account holder.

  3. Review your selections (3).

  4. Click Create Work Item (4).

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The system creates the Work Item and displays this confirmation screen. From here you can:

A. Open the Work Item

B. Start a New Work Item

Tip

Tip: You can write down the Work Item number for later reference.

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Creating a New Client

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On the Client Type subtab, select:

  • Entity, Person, Prospect, or Trust.

  • Client Status (Active, Inactive, or Prospect).

    • Business Type (Non-RIAor RIA).

    Click Next.

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    On the Main Info subtab, fill out the required fields.

    • First Name

    • Last Name

    • Social Security #

    Click Next.

    Note: SSN is not required for Prospects.

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    On the Government Issued ID subtab:

    1. Fill out the fields (optional).

    2. Click Next.

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    On the Legal Address subtab:

    1. Fill out the fields (optional).

    2. Click Next.

    Tip

    Tip: Selecting Yes under Use the legal address for mailing address will autopoulate the Mailing Address fields.

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    The fields on the Employer Info subtab are optional. Click Next to move on to the Final Review tab.

    Image RemovedProposal Name and Amount, and click Create Proposal.

    Audience: Field Users

    Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicks.

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