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
The ‘Import status’ column displays the status of the processed contract note:
Green box - processed contract notes
Red triangle - failed contract notes
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.
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 March 16, 2020 UTC