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Documentation Index

Fetch the complete documentation index at: https://docs.investsync.co.nz/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Documents area is the organisation’s final document library. It shows finalised files that are ready for review and hides working files that are still being processed. Use it to find source evidence, open supporting files, and check whether a document is linked to an investment or transaction.

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Before you start

Make sure the document has been finalised. Working files that are still being processed do not appear in the final document library.

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Basic and advanced use

  • Basic use: search, preview, rename, and download finalised documents.
  • Advanced use: review unlinked files and confirm key documents are connected to the right investment or transaction.

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What you can do

  • Search by file name, investment, transaction, or document details.
  • Filter by connection: investment, transaction, or unlinked.
  • Filter by file type, such as PDF, image, spreadsheet, text, or other.
  • Choose which table columns are visible.
  • Preview supported files.
  • Download files.
  • Rename documents.
  • Open linked investments or transactions.

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Review document connections

Each document may be connected to:
  • An investment.
  • A transaction.
  • Both an investment and a transaction.
  • Neither, if it has not been linked yet.
Unlinked documents should be reviewed during clean-up because they may represent missing evidence, a file that needs linking, or a document that should be archived elsewhere.

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Rename a document

Use clear names that a reviewer can understand without opening the file. Good document names often include:
  • Investment name.
  • Document type.
  • Date.
  • Broker, custodian, or issuer name where helpful.
Example: Auckland Property Fund - Capital call - 15/03/2026.

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Preview and download

Use preview for quick review. Download when you need to share, file, or inspect the document outside InvestSync. Some file types may not preview inside the document library. If preview is not available, download the file instead.

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Good practice

1

Use consistent names

Agree a naming pattern for statements, contract notes, capital calls, and correspondence.
2

Review unlinked files

Check unlinked documents regularly so important evidence is not missed.
3

Keep source evidence close

Link documents to the investment or transaction they support wherever possible.
4

Check access after storage changes

If your organisation uses external document storage, confirm the right people can still open important files.