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titleVersion History

Date

Change

July 2022

Initial Version

Change History

Contents

Using the App

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

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Click In Quick Start click the Proposal-Existing tile.

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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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Search for the client from the list and open the Client Folder. Click Open Client in Envestnet in the top toolbar.

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The system If the Client is found, the System opens the Envestnet Proposal Client screen for the Household.

Tip

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

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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 is 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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titleRelated Pages
cqllabel in ( "quick-start" , "envestnet" , "proposal" , "redtail" , "wealthbox" ) and type = "page"