Forward a message
- Open the request and go to the Messages tab.
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Click or click on the message you want to forward, and select Forward. A new message opens in edit mode.
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Add a recipient in the To field. Click the Cc/Bcc button (to the right of the message) to add recipients on copy or blind copy.
- Revise the message content.
- Click in the toolbar and add any relevant documents as attachments to the request.
- Click Send to forward the message.
Forward multiple requests
- Open the list or saved selection of requests and select the requests you want to forward.
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Open the Task menu:
- Saved selection: Click and choose Bulk forward.
- Find requests: Click the Task button in the lower-left corner and select Forward requests.
- Add a recipient in the To field. Optionally, click the Cc/Bcc button to add recipients on copy or blind copy.
- (Optional) Check Close request after forwarding if you want the forwarded requests to be marked as closed.
- Under Comment, enter any text you want to include. This comment will be added to both the email message and the request as an internal message.
- Click Forward to send the requests.
