RFIs
Ask the design team a question, get the official answer, and keep the record.
Getting started
Everyday tasks
- Raise an RFIWrite the question, choose the RFI manager and who it's addressed to, attach files, then send it or save it as a draft.
- Send a draft RFISend an RFI that was saved as a draft, so the people it's addressed to are emailed and can respond.
- Edit an RFI's detailsChange the due date, assignees, priority or any other detail of an RFI right where it's shown, without making a new revision.
- Change the question with a new revisionReword an RFI's subject or message. The earlier wording is kept on the Revisions tab, and assignees are asked again.
- Respond to an RFIAdd a response to an open RFI, with files if you need them, for yourself or on someone else's behalf.
- Mark the official response and close an RFIChoose which response is the answer the work is carried out to, then close the RFI.
- Distribute an RFIEmail the RFI's PDF, with its official response, to the people on it and the project's RFI default recipients.
- Cancel, reopen or reinstate an RFIWithdraw an RFI that's no longer needed, reopen a closed one, or bring back one that was cancelled by mistake.
- Who an RFI is waiting onSee who an RFI is waiting on and for how long, and pass it to someone else when you need to.
- Comment on an RFIAsk a question or add to the discussion on an RFI without giving an answer, and attach files.
- Who an RFI goes to, and the emails it sendsHow the To and CC lines work, who is emailed and notified, and how to mute or follow an RFI.
- Private RFIsLimit an RFI to the people named on it, its manager and RFI admins.
Guides by role
Finding RFIs
- Search, filter and sort RFIsNarrow the RFI list to the ones you care about, change the columns, and sort by any column.
- Save a view of the RFI listKeep a set of filters, search, columns and sort as your own tab, and use it on every project.
- Print RFIs as a PDF or export them to a spreadsheetMake a PDF log or detail report of the RFIs you're looking at, print one RFI, or download them as a CSV file.