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Intake is the firm’s triage queue for documents that arrive from outside Denari. They wait here while you review them, give them attributes, match them to a client, and file them, so the library stays consistently tagged. For which documents land here rather than in your own Upload staging area, see Upload vs Intake. The Intake page on the Firm tab, showing a virtual printer bundle of three UltraTax documents with a preview and an attributes card.

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Bundles

Documents arrive grouped into bundles, one per batch, each stamped with its provenance: Virtual printer · UltraTax CS, Client portal, Email, Fax, or Manual upload. Step between bundles with the arrows in the bundle card header.
A Client portal bundle is something a client uploaded themselves. Nothing a client sends is filed automatically — it waits here like any other intake. See Document requests.

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Tabs and views

  • My intake is every bundle you own, such as what you printed to Denari yourself.
  • Firm is everything else: machine-ingested bundles, client portal uploads, and colleagues’ bundles.
Beside them, Open is what still needs triage, Completed is what you have filed, and Rejected keeps discarded bundles for reference.

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Triage a bundle

1

Pick a document

Select a document in the bundle card. It loads in the preview on the left.
2

Name it and set its attributes

Edit the filename inline, choose a client group to narrow the entity list, then fill in Client Entity, Service Line, Year, and any fields those choices reveal. The intake editor saves as you type, so there is no Save button here.
3

File or Ignore

File sends the document to the library and moves you to the next one needing review. Ignore skips it (a cover page, a duplicate) and you can un-ignore it later.
Reject bundle discards a whole batch at once. Rejected bundles can be restored.

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After filing

Filed documents become regular library documents: searchable including by their contents through OCR, and groupable by attribute. See Search.