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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 Email inbox helps your organisation receive investment documents through dedicated email addresses. Incoming attachments can be reviewed, matched, and linked to documents, investments, and transactions. Use it when custodians, brokers, administrators, or team members send statements, contract notes, notices, or other investment files by email.

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Before you start

Create at least one receiving address for the organisation. Use an address only after your team knows what type of documents should be sent there.

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Basic and advanced use

  • Basic use: receive attachments, check their status, and open the resulting document.
  • Advanced use: use separate addresses for different document types, review duplicates, and check created investment or transaction links.

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Set up receiving addresses

Go to Email inbox and create the email addresses your organisation wants to use. Use clear notes so the team knows what each address is for, such as:
  • Broker statements.
  • Capital calls.
  • Tax documents.
  • General investment correspondence.
Keep only current addresses active. Deactivate addresses that are no longer used.

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Review incoming items

The inbox shows each received attachment with its current status. Common statuses include:
  • Pending: waiting to be reviewed or processed.
  • Processing: currently being handled.
  • Completed: handled successfully.
  • Duplicate: likely already received.
  • Skipped: not suitable for processing.
  • Error: needs manual review.
Open an item to review the sender, recipient address, file details, document preview, and any created links.

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Understand the result

An incoming item may:
  • Create a final document.
  • Link to an investment.
  • Create or link to a transaction.
  • Be marked as a duplicate.
  • Require manual review.
If units or other key figures are not clear enough to save safely, InvestSync may leave the item for manual review instead of creating the transaction automatically. Always review important items before relying on the result, especially where the document affects holdings, cash, income, tax, or reporting.

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Good practice

1

Use one purpose per address

Separate addresses make it easier to see what each document is likely to contain.
2

Review errors and duplicates first

These items often need a team member to decide the next step.
3

Check created links

Confirm documents and transactions are connected to the right investment.
4

Keep notes current

Update address notes when your internal process changes.