You may need to synchronize client information between the two systems, because for existing clients there are three possible scenarios:
The client has a Client Folder in Docupace, and the same client exists in Envestnet.
The client has a Client Folder in Docupace, but not in Envestnet.
The client exists in Envestnet, but not in Docupace.
Note: The only information from the Client Folder that is shared and synchronized between the two systems is Client’s full name. Other client-specific data, such as TIN/SSN, Address, e-mail, Phone Numbers etc. are kept separately in each system.
Client Already Exists in Docupace and in Envestnet
If there is a Client already created in Docupace, you can check their existing Envestnet proposals as follows:
Client Exists Only in Docupace
Client Exists Only in Envestnet
If you have a Client profile created in Envestnet, but not in Docupace, the system will ask you to create a Client Folder when you send proposal documents to Docupace.