Overview
The Re-Sync Documents feature in Simple Fund 360 and Simple Invest 360 ensures that your uploaded documents are automatically attached to relevant transactions. If you allocate or update a transaction that matches a previously uploaded document, the system automatically attaches it when you use the re-sync option.
How to Use the Re-Sync Feature
| From the Main Toolbar, go to Reports. |
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| Select Documents from the list. |
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On the Documents screen, locate the Re-Sync button
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Click
to reprocess all previously uploaded documents.
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The system will scan for transactions that match the documents and attach them automatically.
Notes
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If a document was not previously linked to a transaction, this feature allows it to be attached retroactively.
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Ensure that documents are uploaded in the Documents section before running the Re-Sync feature for optimal results.