Configure forwarding rules for a group

Set forwarding permissions on a per-group basis to give flexibility where it makes sense and lock down groups where it does not.

What do the forwarding types mean?

External forwarding transfers the document to another group entirely — the receiving group takes full responsibility and the document does not return to the original group. Internal forwarding sends the document to someone for input and then returns it to the original group, which remains the approver of record.

Where: Approval flow → Groups and settings → open a group → Permissions

1. Open the group you want to configure.

2. Find the Allow forwarding toggle and switch it on or off.

3. If forwarding is on, choose the Forwarding type:

   Type	What it does	Typical use
   External	Document moves to the receiving group permanently	Handing off responsibility
   Internal	Document goes out for input and returns to this group	Getting advice while keeping the decision
   Both	Members can choose either type per document	Bookkeeper and cost-centre groups

4. Click Save.

Example

A CFO group set to Internal only: the CFO can ask the CEO for input but the document always returns for the CFO’s final approval. A bookkeeper group set to Both: bookkeepers can either route a mis-coded document to a colleague for a quick check (internal) or hand it off to a specialist group (external).

Caution

Do not externally forward a document to the same group it is already in. The document will enter a loop, leaving and immediately returning without advancing. If you need a member of the same group to review the document, use internal forwarding instead.

Related: Internal vs external forwarding — how they work · Enable the consultant group flag on a group