...
| Rw ui steps macro | |||||
|---|---|---|---|---|---|
Click Retrieve > Client in Docupace.
Search for the client and click on the client Client entry. 
Click Open Client in Envestnet. 
If the Client is found, the System opens the Envestnet Client screen for the Household. 
Click the Proposals tab to see the proposals for all members of this Household.  |
...
| 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 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 for the Household. |
...
| Rw ui steps macro | ||||||||
|---|---|---|---|---|---|---|---|---|
In Envestnet create a new proposal for a Client. Click Get Started in the Implement the Proposal through Docupace AO card. 
Click Continue in the confirmation dialog. 
The system attempts to find an existing Client Folder in the Docupace system. If not found, the Client name is shown in red color. Click on the Owner Name. Note: If a similar Client Folder is in the Docupace system, it will be listed in this window in yellow color. Select the Owner Name if it matches the Client in Envestnet. 
Click New Client to create a Client Folder in Docupace. 
Fill out any missing client details and click Save in the top toolbar. 
The created Client Account is now listed in green color. Click Complete. 
The Docupace system proceeds to create a Work Item with all related Documents. 
The Work Item opens and you can see the Client Folder listed in the Work Items panel. Proceed with the next workflow steps to open the account for the Client.  |
...