Viewing the Contract Notes Inbox

The Contract Notes Inbox in your Sharesight portfolio displays a list of all emails sent to your portfolio email address via the Broker Email Importer feature.

Within the Contract Notes Inbox you can view:

• The status of the processed contract note
• The contract note
• The contract note emails or request a copy to be sent to you

To check the status of processed contract notes:

The ‘Import status’ column displays the status of the processed contract note:

Green box - processed contract notes

Red triangle - failed contract notes

Accessing the Contract Notes Inbox

Either:

Select the link in the contract note notification email if enabled.

Or

1 – From any page click on the ‘Integrations’ tab.

2 – Click the ‘Broker email import’ side tab.

3 – Select ‘View Contract Notes Inbox’.

View the contract note

Click on the PDF icon.

To view or receive a copy of the broker’s email

Click on the email link in the ‘Subject’ column or on the status icon in the ‘Import status’.

• To receive a copy of the broker’s email - click the ‘Send me a copy of this email’ button.

• To view a text only copy of the broker’s email - click ‘Show raw email body’ link.

Last modified on August 19, 2021 UTC