Forward a document

Forward sends the document to a different group or person. You choose whether it is an external forward (responsibility transfers) or an internal forward (document returns to you afterwards).

Where: Approval → open a document → bottom action bar

Click the blue forward arrow in the action bar at the bottom of document details.

In the dialog, type a short message in the note field explaining why you are forwarding and what you need.

Select the forwarding type:

Type	When to use
External	The document belongs to a different group — your involvement ends after you forward.
Internal	You still own this approval but need someone to review it first — the document returns to you.

Select the recipient group or individual user.
Confirm to send. The document leaves your overview immediately.