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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 Envestnet proposal for a specific client.

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Click the Proposal-New tile.

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Tip

Tip: If you started from a Redtail or Wealthbox contact, skip to step 3. The system automatically selects the client for you.

Search for the client by name or SSN and :

Select

select the client from the Results

and click Next or click Create New Client

.

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Enter the Proposal NameTitle and Amount, and click Create . Then click CREATE PROPOSAL. Proceed with further steps as described in Creating a New Envestnet Proposal.

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Audience: Field Users

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

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