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

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.

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.

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.

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