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Inese Auzina

Inese Auzina

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titleVersion History

Date

Change

July 2022

Initial Version

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 the client from the Results.

Envestnet_QuickStart_New1.png
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Enter the Proposal Title and Amount. Then click CREATE PROPOSAL. Proceed with further steps as described in Creating a New Envestnet Proposal.

Envestnet_Proposal_1.png

Note

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

Audience: Field Users

Functionality: Quick Start is a page in Docupace that allows you to access many convenient apps. The Proposal-New App allows you to create a new Envestnet proposal for a Client.

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cqllabel in ( "quick-start" , "app" , "new-account-opening" ) and type = "page"