TABLE OF CONTENTS

• Create an RFI
• Print an RFI to a PDF
• Transmit an RFI

Create an RFI

1. Navigate to the RFI Sections (and subfolder if applicable)

2. Click on the New RFI button within the top ribbon 

3. Complete the RFI form

Note: The minimum required Fields are From, To, and Subject, Status, Request Reason, Action Requested and the question. All other fields are optional. 

4. Include any CC's to the RFI by using the blue plus in the CC's grid to open the The User Selection Tool

5. Include attachments or reference existing document module folders and files using The Document Reference Tool

5. Select Save

Note: Save & New will save this RFI and take the user to a brand new RFI create. Save & Copy will save this RFI and take the user to a brand new RFI create with all information entered into the current RFI (create an exact copy)

Print an RFI to a PDF

1. Navigate to the RFI that will be printed

2. In the top ribbon, select the Print/Reports tab

3. Select the Print Option

1. Print Item - will print only the RFI

2. Print Item with Attachments - will print the RFI and any attached or referenced files.

Multiple RFI's can also be printed to a single PDF at one time by selecting the RFI's in the grid and using the Print options available within the Print/Reports tab

Transmit an RFI

1. Navigate to the RFI that will be Transmitted and confirm it is ready to be sent

2. Select the Submit button in the top ribbon

3. The RFI will then be Transmitted to the Project Member listed in the To field and all listed CC's and the date Transmitted will be captured for the RFI