Forwarding settings

Created by Malte Flendt, Modified on Wed, 20 Dec, 2023 at 5:24 PM by Malte Flendt

Within Nordflows approval groups, you can setup different levels of forward permissions. This allows you full control on which groups should be allowed to forward documents, and how the forwarding should function.


We have two different ways of forwarding documents:


Internal forward

When forwarding internally, the document will return to the current group, after approval on the new group, and continue on the original approval flow.


External forward

When forwarding externally, the document will not return to the current group, and instead stay on the new group and follows the new groups approval flow. (this is how Nordflows forward has been working by default, before this feature)



How to set up forwarding rules


  1. Navigate to settings -> approval flow -> groups and settings



  2. Select the group you want to configure, and choose the Permissions tab:



  3. Here you can disable forwarding completely, active one or both ways of forwarding, and hit save. 


If only one of the forwarding options are selected, it will automatically use that forward option. If both forwarding options are selected, you will be prompted which way you wish to forward, when forwarding documents:


In the history tab, it will appear clearly, which way of forwarding was applied to the document, for full transparent history log.

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