KamoCRM

Requested documents, HR review, the Review Studio and Quick Requests

Featurekamo-internal
Shipped
November 7, 2026 at 8:33 PM UTC
Author
Kamo
Commit
1587321

Legal & Compliance packages can now ask members to upload documents and send what they finish to an HR reviewer, who approves it or returns it for corrections with notes and marks. - Review Studio **************** full-bleed, open to routed reviewers who hold no HR right — DocsService decides): item rail with round badges and corner ribbons per verdict; the document on the desk with PdfPages, zoom, drag-to-pan and page thumbnails; a markup bar (highlight, arrow, box, freehand, numbered pins, callouts, ink colour, undo/redo); per-item Accept / Needs Correction with comments and Quick Reasons; overall message, Include Comment With Approval, private note; Compare Rounds side by side or swipe; keyboard shortcuts (A, R, J/K, H, W, B, P, C, D, V, X, Cmd/Ctrl+Enter, ?) with a shortcut sheet; autosaved draft; a confirmation summary; Approve & Next / Return & Next through the queue; confetti on approval. SI suggestions render only when the workspace carries siPrecheck. - MarkupLayer: a store-agnostic marks-in/marks-out layer on annotationGeometry, used to draw in the Studio and read-only in the member's correction view. The esign designer is untouched. - Needs Review: a new ?sub=review tab (appended) shown to holders of REVIEW_LEGAL_SUBMISSIONS or anyone with a non-empty queue, a standalone queue page for routed reviewers, a needs_review bucket in the meter, a NavTop review badge, Review actions in the assignments grid, on the HR overview's late list and on a member's page. - Authoring: the package dialog is three steps — Details, Requested Documents (drag-to-reorder cards, Request Library, file types, counts, expiration, Use Package Setting / Review / No Review, live member preview) and Review (Requires Review, anyone with the right, specific people, their manager, business days to review). The request list is only sent once it has been read. - Quick Request: Request Documents on **************** (HR viewing someone else) sends one member a one-off request in a single call. - Member: an upload step per request (drop zone, camera on phones, per-file progress and thumbnails, example image, blurry/too-small photo warning, expiration date), correction mode for RETURNED (only flagged items; the previous upload with the reviewer's marks and numbered pins matched to notes; Upload Corrected Version), and a Submitted -> In Review -> Approved / Returned timeline with the reviewer, live, with confetti the first time an approval is seen. - Status mirrors: RETURNED is open (pending), AWAITING_REVIEW is its own in_review filter bucket, the registry gains needs_review, and every status label, ribbon and action knows both. - Settings: Quick Reasons and the Request Library under HRS > Legal & Compliance. - RoleRightType mirror: REVIEW_LEGAL_SUBMISSIONS (697, HRS, standalone root). - Help: three help-center articles, help links on every new surface, an HR tour step.

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