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Documents can be forwarded only to EMX user accounts.To forward a document:

To forward a document:

1. Select the Document to forward.

Forward.png

2. From the Menu Bar, select Forward. The Forward Document window appears.

3. Enter the recipient’s email address.
    To forward to multiple recipients, enter multiple email addresses separated by commas.
4. Select Send. The document is forwarded to the recipient.

NOTE

You may prefer to keep the document in the EMX system in order to maintain the document audit trail.
Another reason to keep the document in the EMX system may be to retain the ability to use secure forwarding and sharing of documents with other enterprise employees.

 

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