In this help article:
Creating a RFI
Sending the RFI to your client
Receiving the RFI response from your client
RFI - Request for Information
1. Select the RFI tab.
2. Add the 'Attention To' name.
3. Add a title for the RFI.
4. Add the RFI description.
5. Select the Create button.
Sending the RFI to your client
After a RFI has been created it will produce a downloadable Word Doc.
1. Select the Download icon.
2. Email the Word Document of the RFI to your client.
Receiving the RFI response from your client
When the RFI has been responded to.
1. Select the RFI number from a current job.
2. Copy and paste the response text into the RFI response word editor box.
3. Select the Save button.