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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 the client from the Results

and click Next or click Create New Client

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If you started from CRM Redtail or Wealthbox (client name is present in the Overview section), the Initiate Enter the Proposal Title and Amount. Then click CREATE PROPOSAL. Proceed with further steps as described in Creating a New Envestnet Proposal screen is opened.

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Image RemovedImage RemovedEnter the Proposal Name and Amount, and click Create Proposal

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"