Before you start
The mailbox must be connected and your account must have access to it.
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Open Inbox > Email. Open a message to review its classification, assignment and linked records.
Inspect the incoming message EPMinvoice.pdfSenderEPMAttachmentinvoice.pdfClassificationUtility invoiceOwnerSofiaIllustrative product viewFor review- Sender
- Garden Laundry
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Use the available actions to create or link a task and review attachments. Mailbox rules still limit who can read each message.
Link its operational follow-up - Assignment
- Sofia
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Check sender, classification and linked task or record before working an email. Inspect the attachment in its permitted workflow rather than assuming classification is correct. The email shows its classification, assignment and linked task or records within the mailbox’s access rules.
Compare with the original file OMOperations mailboxOperations teamHas accessOMOperations mailboxFinance teamNot sharedClassification review- Attachment
- laundry-invoice.pdf
- Source amount
- 96,000 COP
- Attachment
- laundry-invoice.pdf
Check the result
The email shows its classification, assignment and linked task or records within the mailbox’s access rules.
Limits and prerequisites
Automatic classification does not prove the extracted content is correct. Review the source attachment.