Adding a Request For Information

To add a Request For Information (RFI), user role must have an “add“ privilege enabled.

To create an RFI:

1. Navigate to the RFI’s “Detail View”, by clicking the “<List” button in the Folder tree toolbar.

2. Click on the “+” button to create a new RFI.

3. Fill in all required fields, which are indicated by a red border and/or red warning text (see screenshot below).

Comments, files, and recipients can also be added.

These features are detailed in the relevant subsections.

Once the RFI is created, a success alert message will appear on the top right hand corner with message:

“RFI has been created successfully!”

To return to the List View, click the “>” button. The new RFI will be added to the folder.