Documents

​

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, file corporate records, and check whether a document is linked to the right investment, transaction, entity, custodian, or custodian portfolio. Uploaded and emailed files first sit in processing. They appear in Documents after they have been saved or linked to an investment, transaction, or news item.

​

Before you start

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

​

Basic and advanced use

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

​

What you can do

• Search by file name, investment, transaction, or document details.
• Filter by connection: organisation, entity, custodian, custodian portfolio, investment, transaction, or unlinked.
• Filter by file type, such as PDF, image, spreadsheet, text, or other.
• Upload corporate records directly into the final document library.
• Choose which table columns are visible.
• Preview supported files.
• Download files.
• Rename documents.
• Open linked investments or transactions.

​

Review document connections

Each document may be connected to:

• The organisation.
• An entity, such as a trust, company, fund, or owner.
• A custodian.
• A custodian portfolio or account.
• 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.

​

File corporate records

Use Upload record when the file is important to the organisation but is not an investment import. Common examples include:

• Agreements and mandate letters.
• Meeting notes and minutes.
• Custodian agreements and service correspondence.
• Portfolio account documents.
• Entity records for trusts, companies, funds, or owners.

Choose where the record belongs:

• Organisation: broad records that apply to the whole workspace.
• Entity: records for a trust, company, fund, or owner.
• Custodian: records about the custodian relationship.
• Custodian portfolio: records for a specific account, mandate, or portfolio held with a custodian.

Choose a clear record type, such as Agreement, Meeting note, Minutes, Statement, Correspondence, or Other. This helps reviewers understand what the file is before opening it. Supported upload formats are PDF, image, plain text, CSV, spreadsheet, Word, and rich text files. If a file is not accepted, save or export it as one of these formats before uploading it again.

​

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.

​

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.

​

Good practice