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Forwarding a Document

You can notify anyone inside your workspace or organization about a document for review and comment. Notifying someone in this manner is similar to performing a workflow action, except that Proliance does not change the state of the document.

Sending a notice is ideal for copying a document to certain people or to informally circulate the document for review and feedback.

When a Proliance notification email is received, users can determine whom the email was generated from by looking at the Action By field. That field contains the name of the Proliance user who executed the workflow.

Examples

You can forward a document that is in any workflow state.

To forward a document

1. Open the document that you wish to forward.

2. Click Forward, which is located at the top of the document.

Proliance displays a forwarding notice for you to fill in.

3. Next to the To: field, click the Magnifying Glass drop-down list to select the recipient of this notice.
4. Optionally enter the following:
• CC:Click the Magnifying Glass drop-down list to select the users who will receive a copy of this notice. If a user is not listed, click New to create a new one.
• Recipient Action:Select from the drop-down list the action that the recipient in the 'To:' field is expected to perform. Even when 'None' is specified, any of the recipients may still select an action under the Workflow button. A required action only needs to be performed once, regardless of the number of recipients listed. For more information, see "Performing a Workflow Action".
• Custom Message:Type a custom message for the recipient. This message is displayed in the "sticky note" that appears when a recipient opens a document addressed to him. This message usually describes why an action must be performed.
• Priority:Select from the drop-down list the level of importance of the document. Recipients can sort their notices based on priority. The default priority of the notice is the same as the priority of the accompanying document.  
• Due Date:Type or click the Calendar icon to select the date when a recipient is expected to complete the required action. Recipients can sort their notices based on due date. This date is a guideline only and does not affect the recipient's ability to respond.
5. Click OK.

Proliance sends the notice to the each recipient's My Notices folder. If email notification has been enabled for any of the recipients, information on the notice is also sent to their notification email address.