If you are a collaborating user and you are creating a suitcase on behalf of a holder user, the option For approval will appear. This action can only be executed when the suitcase is completely filled out and with correct data. Once you execute it, a form will appear where you can optionally indicate a comment to the holder with any observations you deem appropriate. This comment will only be visible to the holder of the suitcase and in no case will it be visible to the recipient user or viewers.

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When preparing the suitcase, the following actions will occur:

  • The suitcase will be moved to the tray For approval by the owner user and the counter indicating the number of suitcases pending review will be increased. From this moment on, you will be able to access it, but you will no longer be able to make any changes.
  • A notification email will be sent to the registered user to indicate that they have a new suitcase pending review.

For its part, when the owner user accesses the For approval tray, they will find the cases pending review and for each of them they will see the recipient user, the subject and the collaborator who has left it ready.

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The owner will then be able to access the details of one of these suitcases by clicking on it in order to proceed with its review. The suitcase will show the collaborator's comment at the top (if the collaborator has actually entered it).

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If, when reviewing the suitcase, the owner requires any changes, they can: make the change themselves, or return the suitcase to the collaborator indicating in a comment the changes that need to be made. In this second case, the suitcase will be moved to the drafts tray and an email notification will be sent to the collaborator so that they know that they need to modify the suitcase.

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