3 min guideUpdated August 2026App review required

Route incoming email to a job

Keep useful correspondence and attachments on the work instead of in one person’s inbox.

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

  1. In Email, copy the User receiving address shown above the mailbox and forward the message to that address.
  2. Open the message and review its From address, subject, Spam and Virus verdicts, review reason, Fitch context note and proposed job.
  3. Review Attachments first. Confirm which files need review and which small signature images were ignored by the attachment rules.
  4. For each useful unresolved file, select the job and document category, then select File. Use Ignore only for a non-record attachment.
  5. For correspondence without files, select Link to job. If a match is uncertain, leave it in Needs review or use Retry Fitch; do not force a weak match.

Good practice

Do not force a weak match; the review queue is safer than filing against the wrong job.

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.