...
| Info |
|---|
Note: The only information from the Client Folder that is shared and synchronized between the two systems is Client’s full name. Other client-specific data, such as TIN/SSN, Address, e-mail, Phone Numbers etc. are kept separately in each system. |
...
Client Already Exists in Docupace and in Envestnet
If there is a Client already created in Docupace, you can check their existing Envestnet proposals as follows:
| Rw ui steps macro | |||||
|---|---|---|---|---|---|
Click Retrieve > Client in Docupace.
Search for the client and click on the client entry. 
Click Open Client in Envestnet. 
If the Client is found, the System opens the Envestnet Client screen for the Household. You can see all members currently assigned to this Household. 
Click the Proposals tab to see the proposals for all members of this Household.  |
Client Exists Only in Docupace
...
| Rw ui steps macro | ||||||||
|---|---|---|---|---|---|---|---|---|
Click Retrieve > Client in Docupace.
Search for the client. 
Click Open Client in Envestnet. If the system does not find a matching client in Envestnet, it will start a wizard to create a new Envestnet client. 
Conditional: If you have access to more than one Envestnet Advisor, then the system will display the Select Advisor screen. Select the Advisor from the list.
Enter the Family Name (Household) for a new client and click Continue. 
The System opens the Envestnet Client screen.  |