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titleVersion History

Date

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July 2022

Initial Version

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Contents

Using the App

The Proposal-Existing App allows you to quickly open proposal(s) view the list of existing Envestnet proposals for a specific client.

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Rw step

Click In Quick Start click the Proposal-Existing tile.

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Rw step

Search for the client by name or SSN and:

select
Tip

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

Results and click Next or

  • click Create New Client.

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    list and open the Client Folder. Click Open Client in Envestnet in the top toolbar.

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    Rw step

    If you started from Redtail (client name is present in the Overview section), the Initiate a New Envestnet Proposal screen is opened.

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    Enter the Proposal Name and Amount, and click Create Proposalthe Client is found, the System opens the Envestnet Client screen for the Household.

    Tip

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

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    Rw step

    Click the Proposals tab to see the proposals for all members of this Household.

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    Note

    Version: Proposal-Existing App for Envestnet is available only on versions of Docupace that are configured to use Quick Start.

    Audience: Field Users

    Functionality: Quick Start provides a way to complete common tasks in Docupace with only a few clicksis a page in Docupace that allows you to access many convenient apps. The Proposal-Existing App allows you to view the list of existing Envestnet proposals for a Client.

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