Client Document Intake
Use Client Document Intake in Recued for drop link, reception, documents, and checklist. It includes 14 built-in actions and 5 ready-to-run workflows. Actions that change data use Recued's approval controls.
What this pack installs
- Open a document request Recipe
- Match a dropped document Recipe
- Confirm a document Recipe
- Document requests board Recipe
- Chase the missing documents Recipe
- Records runtime compatibility canary Recipe
- client-document-intake Ingredient
Builds on
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Destructive
Local warehouse
client-document-intake-records
external change
Write: request.create · No approvalRead: request.get · No approvalRead: request.get_many · No approvalRead: request.search · No approvalRead: request.count · No approvalWrite: request.update · No approvalDestructive: request.delete · Always asksWrite: required_doc.create · No approvalRead: required_doc.get · No approvalRead: required_doc.get_many · No approvalRead: required_doc.search · No approvalRead: required_doc.count · No approvalWrite: required_doc.update · No approvalDestructive: required_doc.delete · Always asks