Versions Compared

Version Old Version 9 New Version Current
Changes made by

Mercedes Rothwell

Inese Auzina

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Expand
titleVersion History

Date

Change

July 2022

Initial Version

Change History

Contents

Using the App

The Proposal-New App allows you to quickly create a new Envestnet proposal for a specific client.

Rw ui steps macro
Rw step

Click the Proposal-New tile.

Image RemovedImage Added
Rw step
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

.

Image RemovedEnvestnet_QuickStart_New1.pngImage Added
Rw step

Enter the Proposal NameTitle and Amount, and click Create Proposal.

Image Removed

. Then click CREATE PROPOSAL. Proceed with further steps as described in Creating a New Envestnet Proposal.

Envestnet_Proposal_1.pngImage Added

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.

Filter by label (Content by label)
max5
titleRelated Pages
cqllabel in ( "quick-start" , "app" , "new-account-opening" ) and type = "page"