If your prospect has completed their questionnaire, begin by clicking on the values-aligned direct indexing button. This will take you to the VADIS workflow, where you can see the value step is already complete.
Next, enter the primary account value. Click save.
From here, continue onto the value step. While the questionnaire has loaded information on the client's values, this step will allow you to fine-tune or make any edits to those values.
The final step is to submit the portfolio.