Review vendor conversations

Follow threaded vendor messages, attachments, linked invoices, and available reply actions.

What to do

1. Use thread context. Read messages in order and inspect attachments and linked invoices before responding. A conversation can explain a discrepancy that is not visible on the invoice alone.

2. Review a saved reply when one is available. Check the recipient, subject, and message. Email analysis does not create reply drafts. A saved draft can be sent only when a ready mailbox connection, your review assignment, and your access allow it.

3. Choose the correct completion action. Select Send to send through the connected mailbox. Select Mark sent only after you sent the reply outside Clerked. Select Dismiss when no reply should be sent. If direct sending is unavailable, use Copy or Open as email and follow your organization’s email process.

4. Confirm the conversation state. The reviewed draft should leave the open-review area after it is sent, marked sent, or dismissed.

Keep each kind of work in its workspace

Use the conversation for communication and the invoice for coding, validation, approval, and export. Do not put mailbox credentials or access tokens in a reply or comment.