Forward externally — transfer to another group

Use an external forward when the document was routed to the wrong group and your involvement should end once you send it on.

Where: Approval → open a document → bottom action bar → forward arrow → forward dialog

1. Click the blue forward arrow in the action bar at the bottom of document details.
2. Write a short note — for example “This line belongs on the office-supplies flow, not here.”
3. Select External as the forwarding type.
4. Select the correct recipient group. (A single person is represented as a single-member group.)
5. Confirm. The document enters the receiving group’s approval flow and does not return to you.

What external forwarding does

The document joins the receiving group’s normal approval chain. Whatever steps that group requires are run from that point on. Your part in the flow ends here.

Example

An invoice arrives that belongs to a different approval group. You select external forward, choose the correct group, and the document continues through that group’s approvers — bypassing you entirely.

Related: Forward a document · Forward internally — get a second opinion