Review Inbound Email Files

Overview

Before you begin

• You need access to Config.
• You need access to Practice Inbox settings.
• The Inbox Emails tab must be available for your organization.

Steps

1. Click Config.
2. Click Inbox.
3. Click the Inbox Emails tab.
4. Click Inbound to review files waiting to be processed.
5. Click the menu on a file if you want to Download it.
6. Click Failed to review files that did not process.
7. Click the menu on a failed file.
8. Click Retry to move the file back for reprocessing.
9. Click Download if you need a local copy.
10. Click Delete if the file should be removed.

Troubleshooting

• If you do not see Inbox Emails, then your organization may not have email intake enabled.
• If a failed email keeps returning to the failed list, then download the file and escalate it for review.