Viewing the Contract Notes InboxContent also available for tax entities or on our global site.
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
Select the link in the contract note notification email if enabled.
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