How to add your knowledge

Creating an RFI

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    To create an RFI:

    1. Navigate to: Document ManagementRFIs.
    2. Click New at the top of the page.
    3. Fill in the necessary information. See RFIs Fields for more information.
      • You have the option to select the contacts who you assign as the responders.
        • Primary Responder: Can enter due dates for secondary responders. Gathers the responses of other selected responders.
        • Responder: Contact selected to respond to the RFI. Cannot edit the RFI response.
    4. Click one of the Save options.