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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) proposals for a specific client.

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Rw step

Click the Proposal-Existing tile.

Rw step
Click Close.
Tip

The message about selecting the client is displayed.

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Tip: If you started from a Wealthbox or Redtail CRM contact, skip to Step 4. The system selects the client automatically.

The system displays a popup message asking you to select a client. Click Close.

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Rw step

Search for the client from the list or click Create New Client.

Then continue as described in the Envestnet Integration User Guide.

Rw step

If you started from CRM - Redtail or Wealthbox (client name is present in the Overview section), the Envestnet Proposals screen is opened.

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Rw step

The system opens the Envestnet Proposal screen.

Tip

Tip: For more information, visit the Envestnet Integration User Guide.

Audience: Field Users

Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps.

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