> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Intake

> Review incoming documents, set their attributes, and file them into the library.

Intake is a triage queue for documents arriving at your firm. Instead of landing directly in the library, incoming files wait in Intake where you review them, give them attributes, match them to a client, and then file them — so the library stays clean and consistently tagged.

## How documents arrive

Documents show up in Intake grouped into **bundles**. A bundle is a set of documents that came in together. Bundles can be created by:

* Uploading files directly into Intake.
* Upload integrations such as the virtual printer or the desktop app, which create bundles automatically and record where each one came from (its source and originating app).

## My vs. Firm

Intake has two scopes:

* **My** — bundles assigned to or uploaded by you.
* **Firm** — all incoming bundles across the firm.

Switch between them to focus on your own queue or pitch in on the firm's backlog.

## Filing a bundle

<Steps>
  <Step title="Open a bundle">
    Select a bundle to see the documents it contains.
  </Step>

  <Step title="Set attributes">
    Fill in the document's attributes — document type, year, and any custom fields. The attribute editor saves automatically as you go.
  </Step>

  <Step title="Match a client">
    Match the document to the right client or entity so it lands in the correct place in the library.
  </Step>

  <Step title="Approve and file">
    Approve the document and file it into the library. Once filed, it's searchable and grouped alongside the rest of your firm's documents.
  </Step>
</Steps>

<Tip>
  Intake is built for speed. The approve, match, and file actions are all keyboard-driven, so you can clear a bundle without reaching for the mouse.
</Tip>

## After filing

Filed documents become regular library documents — fully searchable (including by their contents via OCR), groupable by attribute, and ready to be referenced into a [Papers](/papers/documents) project. See [Library & Search](/documents/library) for what you can do next.