SMSF Sorted Lite - What does the "Re-import and Sync" button do?

What does the "Re-import and Sync" button do? 

Documents and Financial Data are transferred separately when Syncing data between Sorted Lite and SMSF Sorted Professional and Enterprise. 

Separating the transfer of this information means that you will not automatically refresh the financial data on your job dashboard each time you wish to transfer documents you may have tagged and bookmarked in SMSF Sorted Lite. 

When you wish to bring in updated financial data on the job dashboard in SMSF Sorted Professional or Enterprise you will need to click "Re-import and Sync" from the SMSF Sorted Professional or Enterprise dashboard. 

You can find the "Re-import and Sync" button in two places on your SMSF Sorted Professional and Enterprise Dashboard. 

1) On the Job Dashboard:

2) In the DMS Screen: 

Key Point -  The financial data will only update on the portal you are on when you press the "Re-Import and Sync" button. 

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