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titleVersion History

Date

Change

July 2022

Initial Version

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Contents

Using the App

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

Rw ui steps macro
Rw step

Click the Proposal-New tile.

Rw step

Search for the client by name or SSN and:

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

  2. click Create New Client.

Rw step

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

Enter the Proposal 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 clicksis a page in Docupace that allows you to access many convenient apps.

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cqllabel in ( "quick-start" , "app" , "new-account-opening" ) and type = "page"