How do I submit an RFI?

Einar Austlid
Einar Austlid
  • Updated

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 and your project settings.


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


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


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


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


5. Click Submit RFI.

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