After acting on the document by providing response/comments, you can also forward it to the next intended recipient by selecting a workflow. Make sure also that you're in the view mode (check Viewing of Document) before following the below steps.
Thru Web Browser
To start forwarding the document, click the 'Route' button found on the upper part of the document preview.
A new window will appear. Select the group (division, section, units, etc) or employee name of the intended recipient(s) of the document under the 'Select Workflow'. Next, provide the display name typically, you can just copy the document subject and paste it here. You can leave the priority part as is. Then you can also provide date and time for the document's due date. Lastly, input your comments or instructions for the next recipient(s) then click the 'Ok' button.
Thru Globodox Desktop Client
To start forwarding the document, click the 'Route' button found on the upper part of the document preview.
A new window will appear. Select the group (division, section, units, etc) or employee name of the intended recipient(s) of the document under the 'Select Workflow'. Next, provide the display name typically, you can just copy the document subject and paste it here. You can leave the priority part as is. Then you can also provide date and time for the document's due date. Lastly, input your comments or instructions for the next recipient(s) then click the 'Ok' button.
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