Review email intake exceptions
Resolve messages that could not be filed safely without a person.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open the email review queue.
- Check the sender, subject, message body and attachment safety results.
- Choose the correct job or leave the message unmatched.
- Select the required action for each useful attachment.
- Apply the decision, reply or forward from the controlled workspace.
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.