Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Prepare client handoff views with only the selected records.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Ask item owners what decision to request from clients.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
Keep client handoff links pointed at the approved replacement.
Your launch folder points to the replacement your reviewer cleared, so your campaign team finds the right file at handoff.
Share approved project tracker slices with external partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.