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Overview

The InvestSync Outlook add-in helps you capture investment information without first downloading files and switching between windows. From an open email, you can:
  • send the email itself for investment review;
  • choose individual attachments to send for review;
  • start a Tōtara conversation using the email as context.
Nothing is added to a portfolio automatically. Documents still open in the normal InvestSync review so you can check the extracted details before approving them.

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Connect the add-in

  1. Open an email in Outlook.
  2. Choose Send to InvestSync from the Outlook toolbar.
  3. Select Sign in to InvestSync.
  4. Complete your normal InvestSync sign-in.
  5. Return to the task pane and choose the relevant organisation.
The add-in reads only the email you currently have open.

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Send an email or attachment

  1. Open the email you want to capture.
  2. Open the InvestSync task pane.
  3. Choose an organisation.
  4. Select Email message if you want the sender, recipients, date and email body included.
  5. Select the individual attachments you want to include.
  6. Choose Send for review.
  7. Select Open review when the upload is ready.
  8. Check the extracted investment or transaction details in InvestSync before approving them.
You can send the email, one or more attachments, or both.
You can select up to 10 attachments. Each attachment must be 25 MB or smaller, and the selected attachments must total 50 MB or less. A cloud-link attachment may need to be downloaded and attached to the email before Outlook can send it to InvestSync.

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Start a Tōtara conversation

  1. Open the relevant email and the InvestSync task pane.
  2. Choose the organisation.
  3. Add an optional instruction, such as “Summarise the action required and identify any dates.”
  4. Choose Start in InvestSync.
  5. Select Open conversation.
The conversation starts with the email subject, sender, received date, body and attachment names. Attachment contents are not included in the conversation at this stage.

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Good practice

  • Confirm the organisation before sending.
  • Select only the attachments needed for the investment record.
  • Review extracted values, dates and currencies before approval.
  • Sign out of the task pane on a shared computer.