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Accept documents in bulk

by recued-core v3 29 views

Use “Accept documents in bulk” in Recued. Tick the proposals you believe and accept them in one go. Same decision as confirming one line, made once for several — the board stays the board, and this is where a batch is done.

Complete workflow

Client Document Intake 9 pinned recipes

Use Client Document Intake in Recued for drop link, reception, documents, and checklist. It includes 14 built-in actions and 8 ready-to-run workflows. Actions that change data use Recued's approval controls.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Accept documents in bulk” in Recued. Tick the proposals you believe and accept them in one go. Same decision as confirming one line, made once for several — the board stays the board, and this is where a batch is done.

pack:client-document-intakedocumentschecklistbulk
by recued-core pinned v3

Use “Open a document request” in Recued. Open one document request against a Reception drop link and write its checklist.

pack:client-document-intakedrop-linkreceptiondocuments
by recued-core pinned v2

Use “Match a dropped document” in Recued. Fires when a file lands in the relevant record and proposes which outstanding checklist line it satisfies. It proposes only — the line stays missing until you confirm it.

pack:client-document-intakedrop-linkreceptiondocuments
by recued-core pinned v4

Use “Confirm a document” in Recued. Accept the proposal on one checklist line, or clear it. This is the step that turns a file arriving into a document received — the two are different facts and the pack keeps them apart.

pack:client-document-intakedocumentschecklistrecords
by recued-core pinned v4

Use “Repair blank checklist lines” in Recued. Remove the empty checklist lines a defect wrote before 21 September 2026, so a request opened with no documents stops showing a line whose label is a leftover placeholder. It asks before each removal, and it never deletes the request itself.

pack:client-document-intakedocumentsrepairrecords
by recued-core pinned v2

Use “Document requests board” in Recued. Every open document request with what is still outstanding, and every line waiting on your decision. It reads information without changing data in the connected service.

pack:client-document-intakedocumentschecklistboard
by recued-core pinned v3
Show all 9 recipes

Use “Chase the missing documents” in Recued. Email one client the list of documents still outstanding, with their drop link.

pack:client-document-intakedocumentschecklistmail
by recued-core pinned v3

Use “One required doc” in Recued. Open one required doc from the list that names it, and read everything recorded about that required doc on one page.

pack:client-document-intakerequired-docdetailnavigation
by recued-core pinned v1
View pack details, dependencies, and permissions →

Accepting several proposals at once

The table lists every checklist line currently sitting at proposed — a file arrived and something matched it to a line. Tick the ones you believe, then press Accept selected.

Accepting means the same thing here as it does on one line: the proposed file becomes the line's file_ref, the status moves to received, and received_at is stamped with the time YOU accepted — not when the file landed.

⚠ Open the files before you tick them. A drop is unscanned unless you run a scanner pack, and this recipe reads nothing but record ids. Ticking eight rows makes eight claims about documents you have not looked at.

⚠ Only the ids travel. Everything else — which file is on the proposal, the record's revision — is re-read fresh when you press the button, so a line whose proposal was cleared while you were reading simply drops out of the batch rather than being written against stale state.

⚠ To CLEAR a wrong proposal, use “Confirm a document” on that line. Clearing is a per-line judgement about a specific mismatch, and a bulk clear would make it easy to throw away several matches with one press.

How it works 16 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (16 steps)
■ row_limit clamp
Clamp setting limit between 1 and 100
■ pick_ids default
Apply default
■ has_picks compare
Check if pick ids has data
◆ picked_raw recued-core.client-document-intake.required_doc.get_many
Get many required doc on client document intake
skip: step.has_picks equal false
■ picked_rows default
Apply default
■ picked filter
Filter by condition
■ accepted_at date_add
Add 0 seconds to
◆ accept recued-core.client-document-intake.required_doc.update
Update required doc on client document intake
■ accepted_count count
Count items in picked
◆ remaining recued-core.client-document-intake.required_doc.search
Search required doc on client document intake
■ remaining_rows default
Apply default
■ board_rows map
Extract from each item
■ board_table_rows map
Extract from each item
■ board_table to_table
Format results as a data table
■ remaining_count count
Count items in remaining rows
■ card to_summary
Format results as a summary card
▼
Output
filter remaining
summary card
table board_table
Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

limit setting = 50
cursor setting =
accept ids setting =

Uses (3 operations)

Pack operation Get many required doc on client document intake recued-core.client-document-intake.required_doc.get_many
Pack operation Update required doc on client document intake recued-core.client-document-intake.required_doc.update
Pack operation Search required doc on client document intake recued-core.client-document-intake.required_doc.search

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Write Pack Client Document Intake external change
Read: required_doc.get_many · No approvalWrite: required_doc.update · No approvalRead: required_doc.search · No approval

About

Tags

pack:client-document-intakedocumentschecklistbulkrecordsv2

Details

16 steps 3 configurable settings recipe_id: accept-proposed-documents