Overview

This guide will help you forward a document from the Approvals folder to either an internal user within your organization or an external user/organization.

Steps to Forward a Document

1. Navigate to a document in the system

2. Click on the forward arrow icon at the top menu (as indicated in the screenshot).
   
   

3. Select Forwarding Type

   • A pop-up window will appear.

   • In the Forward Type dropdown, select one of the following options:

     • Internal – Forward the document to another SmartOffice user within your company.

     • External – Forward the document to an external user - one who does not have access to your SmartOffice account.

4. Choose a Recipient (For Internal Forwarding)

   • If you choose Internal, a list of company users will be displayed.

   • Select the user to whom you want to forward the document

5. Specify an Action.
6. Choose an appropriate action (e.g., approval, review, etc.).

7. Select a Pre-Defined Message (Optional)

   • You can select a pre-defined message from the dropdown list.

8. Enter a Comment (Optional)

   • If necessary, provide additional details about why you are forwarding the document.

9. Confirm and Forward

   • Click Forward to send the document to the selected user or organization.

   • Once forwarded, the document will be removed from your Approvals folder and moved to the recipient for approval or review.

Important Notes

• Ensure you select the correct forwarding type and recipient before confirming.

• Forwarding a document removes it from your Approvals folder and assigns it to the selected user for further processing - Unless you Forward it Externally. In this case, the document will remain in your Approvals folder.

• If forwarding externally, ensure the recipient's details are correctly entered