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Proposal-Existing App
Proposal-Existing App
- Gints Vaskums
- Inese Auzina
- Mercedes Rothwell
Owned by Gints Vaskums
The Proposal-Existing App allows you to quickly view the list of existing Envestnet proposals for a specific client.
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.
Related Pages
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Wealthbox Integration (Docupace Platform User Guides)
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Part 1: Configuring Docupace for Wealthbox Integration (Docupace Platform User Guides)
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, multiple selections available,
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