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Source document filing register v1.0.0

Use this resource to file and index the supporting documents behind each entry

New

  • 530 downloads
  • 133 likes
  • 144 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install source-document-filing-register

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent lists every supporting document and links it to the entry it supports: type and number, party, amount, index key, storage location, retention period and verification. It works out the smallest useful register and produces CSV, SQL or JSON Schema files only on request.

Mostly picked by

Updated November 2, 2026

Card for the “Source document filing register” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: five-step method to scope the register
  • SKILL.md: field reference, select options and document relations

Good fit for

  • You need to find the receipt for an expense quickly
  • Your accountant asks for an index of retained documents

Not for

    Tags

    • documents
    • filing
    • accounting
    • register

    About

    You say

    “Build a filing index for my supplier invoices and their supporting documents.”

    Card for the “Source document filing register” skill

    Skill published by WHOISABHISHEKADHIKARI under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to file and index the supporting documents behind each entry
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md19.3 KB

    Origin and licence

    Listed unmodified

    Author
    WHOISABHISHEKADHIKARI
    Source
    github.com/sickn33/agentic-awesome-skills/tree/e9809578fd426a284af017c5db99f8eb6628e6ca/skills/source-document-filing
    Licence
    MIT

    Notice

    « source-document-filing » (WHOISABHISHEKADHIKARI, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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