Forwarding a Document

Forwarding a Document

You can forward a document which has been sent to you to another user and include your own note. The only exception is a document to which the attribute "No Forwarding" has been assigned. With the help of the transmission information (Transmission info function) you can determine if a document has been forwarded, and, if so, by whom and on what date (time). You can find out who created the document and when.

If a document with the attribute ToDo is forwarded from the inbox, the attribute must again be assigned if the recipient is to complete the action.

A sends B a document with the attribute ToDo.

The following scenarios are possible:

B could take the necessary action, but would also like to forward the document to C. They send the document WITHOUT assigning the attribute again.
B still has the ToDo document; C receives a copy of the document.
B cannot take the necessary action and would like to send the document to C for completion. B therefore forwards the document to C, assigning the ToDo attribute.
C now has the ToDo document, B can delete or move the document from their inbox. The attribute TF (ToDo forwarded) is displayed to B and the user to whom B sent the document for completion.

If you wish to forward a document, select Document ® Forward On the send screen, you have the opportunity to create a note for the document. If the document already has a note, the note is displayed. You can either use this note or modify the note. To subsequently send the document, proceed as described in Send.