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Managing RFI's

In this help article:
Creating a RFI
Sending the RFI to your client
Receiving the RFI response from your client

Creating a RFI

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.

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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. 

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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 test into the RFI response word editor box.
3. Select the Save button.

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