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Contents
Using the App
The Proposal-Existing App allows you to quickly open proposal(s) for a specific client.
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Click the Proposal-Existing tile. 
The message about selecting the client is displayed.
Click Close. Search for the client from the list or click Create New Client. Then continue as described in the Envestnet Integration User Guide.
If you started from Redtail or Wealthbox (client name is present in the Overview section), the Envestnet Proposals screen is opened.   |
Audience: Field Users
Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicks.
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