Review email intake exceptions
Review email-intake exceptions and safely choose the correct job and attachment action without forcing a weak match.
Best forOwner / Admin · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Email and select Needs review; check Quarantine separately for isolated messages.
- Open the message and review From, subject, Message, Spam and Virus verdicts, review reason, attachment status and confidence.
- Choose the correct job for each unresolved attachment. If no match is defensible, leave the message in Needs review rather than forcing a destination.
- Select File for useful attachments or Ignore for non-record attachments. Quarantined attachments cannot be filed or ignored.
- After resolving intake, use Reply or Forward from Fitch mail when correspondence is required.
Good practice
Unknown instructions, quarantine results and low-confidence matches deserve a deliberate decision.
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.