> ## 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.

# Upload vs Intake

> Which holding area a document lands in, why, and who can see it.

A document is not in the library the moment it arrives. It waits in one of two holding areas until someone files it. Which one depends on **how it got to Denari**, not on what it is.

<img src="https://mintcdn.com/denari/YL-IiEHUQQPXXrz3/images/documents/upload-and-intake-badges.png?fit=max&auto=format&n=YL-IiEHUQQPXXrz3&q=85&s=9979b19ef399f54c1715a19f6b2c0fe3" alt="The documents header showing the Upload button with a badge of 3 and the Intake inbox icon with a badge of 8." style={{ borderRadius: "0.5rem" }} width="800" height="340" data-path="images/documents/upload-and-intake-badges.png" />

Both counters sit in the top right. **Upload** is yours. The **inbox** is Intake.

## The rule

| How the document arrived | Lands in | Visible to |
| - | - | - |
| You clicked **Upload** in Documents | Upload (staged) | Only you |
| You dragged files onto the library | Upload (staged) | Only you |
| You printed to Denari from the desktop app or virtual printer | Intake | You, under **My intake**. Colleagues see it under **Firm** |
| A client uploaded through their portal | Intake | Everyone, under **Firm** |
| Email or fax ingestion | Intake | Everyone, under **Firm** |

<Note>
  Uploading a file from inside Documents never creates an Intake bundle. Intake
  is for documents that reach your firm from somewhere other than your own
  browser.
</Note>

## Upload: your staging area

Files you add yourself upload immediately but stay hidden from the library until you file them. The **Upload** badge counts the ones still waiting.

<img src="https://mintcdn.com/denari/YL-IiEHUQQPXXrz3/images/documents/upload-walker.png?fit=max&auto=format&n=YL-IiEHUQQPXXrz3&q=85&s=210eb9440e7928fbdb7e2106317cd1c0" alt="The upload walker showing three staged documents, an attribute form marked Uploaded, staged here until filed, and a File and next button." style={{ borderRadius: "0.5rem" }} width="1600" height="1000" data-path="images/documents/upload-walker.png" />

<Steps>
  <Step title="Add files">
    Click **Upload**, or drag files straight onto the list. Dropping onto a
    group pre-fills that group's attributes (client, year, service line) on
    every file in the drop.
  </Step>

  <Step title="Fill in the attributes">
    The walker opens on the first file. Required fields are listed next to the
    button when they are missing.
  </Step>

  <Step title="File & next">
    Filing makes the document visible in Documents and moves you to the next
    file. Use `←` and `→` to move between files and `⌘↵` to file and advance.
  </Step>
</Steps>

<Tip>
  You can close the walker at any point. Attributes stay saved, the badge keeps
  the count, and **Upload → Continue** picks the batch back up.
</Tip>

## Intake: the firm's triage queue

Documents that arrive from outside land in Intake grouped into **bundles**, one bundle per batch, each stamped with where it came from ("Virtual printer · UltraTax CS", "Client portal", "Email").

<img src="https://mintcdn.com/denari/YL-IiEHUQQPXXrz3/images/documents/intake-queue.png?fit=max&auto=format&n=YL-IiEHUQQPXXrz3&q=85&s=edc5bb530a00801cdcb4265b637a63c8" alt="The Intake page on the Firm tab showing a virtual printer bundle of three UltraTax documents with an attributes card for the selected document." style={{ borderRadius: "0.5rem" }} width="1600" height="1000" data-path="images/documents/intake-queue.png" />

Two tabs split the queue, and for any one person they never overlap:

* **My intake** is every bundle you own, such as what you printed to Denari yourself.
* **Firm** is everything else you can help with: machine-ingested bundles with no personal owner, client portal uploads, and colleagues' bundles.

Three views sit beside them: **Open** (still to triage), **Completed**, and **Rejected**.

For each document you set its attributes, match it to a client entity, then click **File** to send it to the library, or **Ignore** to skip it. **Reject bundle** discards a whole batch, and rejected bundles are kept for reference.

Full walkthrough: [Intake](/documents/intake).

## What they have in common

Neither area is searchable. A document only joins the library, gets indexed for [search](/documents/search), and becomes visible to the firm once it is filed. That is the point: filing is where attributes get set, and consistent attributes are what makes the library work.


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