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Start in the Envestnet system. Open Practice > Clients. 
Locate the Cient in the list and click on the Primary Owner name. 
The Clients Details page opens showing the Financials tab. Click to open the Service tab. 
In the Service tab click the plus icon next to the account and select Modify Strategy from the pop-up menu. 
Click Initiate Proposal Yes in the confirmation dialog.
The system opens the Initiate a New Envestnet Proposal screen. Enter the Proposal Title and Amount. Then click CREATE PROPOSAL. 
The System creates a new proposal Strategy Modification Proposal for this client and opens the Proposal Overview screen. Click Continue to fill out change the proposal information.  Note: The fields displayed on each screen can vary by organization, so your view may differ from the images in this guide.
Fill out the forms as you are taken step by step through these screens: Risk & Objective, Account Strategy, Preview (optional), Account Setup (optional), Fees.Select “I agree to the fee schedules shown above.” option and click Continue in the Feesscreen.  
On the Summary screen click Generate documents to create the documentation.  
Under NEXT STEPS click Send Get started to send this proposal to Docupace.  
As the proposal documents are sent to Docupace, you may be asked to match the proposal owner from Envestnet to a corresponding client in Docupace. Click Complete at the top of the table.  
Docupace creates the a Account Service Work Item with proposal documents and the process continues as part of the standard workflow. Once your organization finishes creating the account, Docupace sends the Account Number and the signed Statement of Investment Selection (SIS) document back to Envestnet.  |
