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How do I submit an RFI?

What is an RFI and how to use RFIs effectively   Submitting an RFI Using the RFI module requires it to be activated in your organization a...

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over 2 months ago

Submitting an RFI

Using the RFI module requires it to be activated in your organization and your project settings.

1. Go into a project, and click RFI in the navigation menu.

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2. Click on + Create RFI, give the RFI a name. Click Save & open.

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3. Enter your question, and attach any documents relating to your question.

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4. Add any additional followers if there are any. You can also add a suggested answer.
Add a due date and set a respondent.

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5. Click Submit RFI.

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