Forward internally — get a second opinion

Use an internal forward when you still need to approve the document yourself but want a colleague to review it first.

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 clear note — tell the recipient exactly what you need, for example “Please confirm this spend is within budget before I approve.”
3. Select Internal as the forwarding type.
4. Select the recipient group or user.
5. Confirm. The document goes to the recipient; after they act, it returns to your overview for your final decision.

What internal forwarding does

The document takes a temporary detour. The recipient reviews and approves. Once they have acted, the document comes back to you. You then make the final approval and the document continues through the normal flow.

Example

You are unsure whether a particular line item has been budgeted. Forward internally to your manager with a note asking them to confirm. Once they approve, the document returns to you and you can approve to move it forward.

Tip

Be explicit in your note about what you need from the recipient — “please review” is less useful than a specific question.

Related: Forward a document · Forward externally — transfer to another group