“E-mail" tab

Use the input field on this tab to enter the e-mail addresses to which an e-mail with the log of the most recent run is to be automatically sent after the import. More than one entry is possible.
Use this function to have a convenient monitoring possibility at all times, for example, for automatic, scheduled retrieval. For more information, see Time-controlled data retrieval. To configure the e-mail notifications of your Portfolio Sync Interface, follow these steps:

In the "Bank" area on the left of the "Settings" window, click the corresponding bank.
Then switch to the "Notifications" tab.

In the "Mail subject" field, enter the subject line for the e-mail notifications. Various placeholders are available in addition to free text input. These are:

Placeholder	Description
$PID	Windows process ID of PSI process.
$BANK	Bank name of the Portfolio Sync Interface to which the log belongs.
$ELC	"Error Line Count" – the number of error lines in the log.
$USER	Windows user name under which the Portfolio Sync Interface was running.
$IP	IP address under which the Portfolio Sync Interface was running.
$COMP	Windows computer name on which the Portfolio Sync Interface was running.
$DOM	Windows domain of the computer on which the Portfolio Sync Interface was running.

Enable checkbox "Send e-mails only in the event of an error" if you want to send notifications only when errors have occurred.
Decide whether the e-mails are to include a log. The "Include log" checkbox is enabled by default.
Enter the required e-mail addresses in the "Addresses" field.
Confirm your details with "Apply". Or discard your changes with "Close".

To enter an e-mail address, click the small "Plus" icon at the lower left of the table or press <INS> on your table. You can now type in the e-mail address in the text field displayed.

To delete a selected entry, click the small icon with the "minus" symbol or press <CTRL>+<DEL>.
The table below shows the functions of the icons at the bottom of the table.

Icons for navigation in the tables

The following functions are available to you via the small icons in the bottom left - in the table in the "Notifications" tab as well as in other tables of your Portfolio Sync interface:

Icon	Description
	Click this icon to create a new table entry. Alternatively, press the <INS> key on your keyboard.
	Click this icon to delete the selected table entry. Alternatively, press <CTRL>+<DEL>.
	Click this icon to apply the table entry currently being edited.
	Click this icon to discard the current changes to the table entry without applying them.