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titleVersion History

Date

Change

July 2022

Initial Version

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Contents

Using the App

The Proposal-Existing App allows you to quickly open proposal(s) for a specific client.

Rw ui steps macro
Rw step

Click the Proposal-Existing tile.

Rw step

Search for the client by name or SSN and:

select

The message about selecting the client is displayed.

Image Added

Click Close.

Search for the client from the

Results and click Next

list or

click Create New Client.

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Then continue as described in the Envestnet Integration User Guide.

Rw step

If you started from Redtail (client name is present in the Overview section), the Initiate a New Envestnet ProposalProposals screen is opened.

Image RemovedImage RemovedEnter the Proposal Name and Amount, and click Create Proposal.Image AddedImage Added

Audience: Field Users

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

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