To share a Request for Information (RFI) notice, follow the steps below.
Step 1: Go to the Request for Information (RFI) register
Navigate to your Management module and click on the Request for Information (RFI) notice tool to access your project's RFI register.
Step 2: Click the overflow button
Click the overflow button on the right-hand side of an RFI notice block and select "Share" from the menu.
Note: to select multiple RFI notices, hover over the notice and click the check box on the left-hand side of the notice title.
Step 3: Add recipients and share
Add one or more contacts you would like to share your selected notices with by typing into the search field and selecting them from the list.
If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.
Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view or download shared notices.
Step 4: Notifications
After sharing a Request for Information (RFI) notice, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Notice" button to download the RFI notice pdf and any related attachments.
Example: RFI notice share email notification
Example: RFI notice pdf file
If you have any questions about RFI notices, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.
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