3 min guideUpdated August 2026App review required

Hand longer work to Fitch

Queue a scoped Fitch investigation or preparation task, continue elsewhere in SignBas3, and review its retained result and evidence.

Best forOwner / Admin · Accounts · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the global Fitch assistant, or press Command/Ctrl+K, and name the specific job, file or question.
  2. State the required outcome, record reference, evidence to check and any action that must remain a draft.
  3. Select Brief Fitch. When Fitch returns a background work order, close the panel and continue elsewhere in SignBas3.
  4. Reopen Fitch and review Recent Fitch work; open the completed response and check its Background work status and verification before using the output.
  5. If Fitch pauses on a material action, select Approve or Reject. Use Cancel task to stop active work, or Retry only when a task is Failed or Needs input.

Good practice

Give Fitch a concrete outcome and record reference rather than an open-ended request.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.