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One required doc

by recued-core v1 32 views

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.

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.

One required doc
This recipe

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

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 “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 “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
Show all 9 recipes

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

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
View pack details, dependencies, and permissions →
How it works 4 steps

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

Process (4 steps)
■ id_in trim
Trim whitespace from setting id
■ has_id compare
Check if id in has data
⚠ id_guard guard
Stop if has id equals
◆ row recued-core.client-document-intake.required_doc.get
Get required doc on client document intake
▼
Output
record_fields row.record
Settings 1 configurable

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

id setting = [object Object]

Uses (1 operation)

Pack operation Get required doc on client document intake recued-core.client-document-intake.required_doc.get

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

Read Pack Client Document Intake read-only
Read: required_doc.get · No approval

About

Tags

pack:client-document-intakerequired-docdetailnavigation

Details

4 steps 1 configurable settings recipe_id: show-required-doc-client-document-intake