In case it it is required to notify a user about the  status of a document, the document can be forwarded. In addition a user who is not a part of the workflow would be able to access the object which is being sent through a workflow. Thus you can send an item to a user who is not in the workflow stage for additional comments or help.

To forward a document

1. On the document details window click Forward.

Forward window is displayed.

Figure: Forward window

2. Click To button to select the recipients for the document.
3. Select an End Date and Alert Date  from a date picker. Due date is a date  that specifies when the activity would be due. Alert date is a date  on which the recipient has to be alerted. 
4. Click Forward to forward the document or task to the selected users for information.

NOTE: You can forward single and multiple objects using this option.

Forward Settings: You can specify who among the mentioned recipients can forward the task/document information to other users.

To define forward settings

1. On the Forward window click Forward Settings.

Can Forward window is displayed.

Figure: Can Forward window

2. Select the check box next to a user to specify that the user can forward the information to others.
3. Click OK to save selection.

The selected users will be able to forward the received task or document to another user.

Progress

While forwarding the user can block the progress of the workflow, by selecting Progress option On the tool bar. 

To block progress

1. On the forward window tool bar, place the mouse pointer over the option Progress. A pop-up menu is displayed.

 

Figure: Blocking Progress

The following options are available in the menu.

Do not block Progress: By default the radio button next to this option is selected.

Block completion of the item: While forwarding an object or work if this option is selected, then the workflow can be completed only if the user who receives the forwarded item, closes the work from the workspace.

Block progress of current stage: While forwarding an object or work if this option is selected, it is not possible to send the item unless the user who received the forwarded item  user closes it

Block progress of all active stages: While forwarding an object or work if this option is selected, all the active stage users in the workflow are also blocked from doing any further processing of the object, until the forwarded user closes it.

2. Select an option from the menu.

On the Forward window if a Progress option other than Do not block progress is selected, an option Purpose of blocking progress is displayed.

3. Select a purpose from the drop-down list. Purposes defined in the Masters is listed here.

If purpose of blocking progress is not provided, then on clicking the ‘Forward’ option a warning message, Purpose of blocking progress’ is required to perform the operation is displayed.

4. After entering all the required details, click Forward to forward the object. A message Item is forwarded successfully is displayed.

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