Add New RFIs

In this topic, we'll show you how to process new Requests for Information (RFIs)

From the Activity Stream

  1. Click on the RFI tab on the Activity Stream.



  2. Enter your request/question in the text box.



  3. Click on the Company icon.



  4. Select the company, to which you wan to send the RFI to, from the drop down list.



  5. Click on the Required Date icon and select a date from the calendar. Required Date is similar to a Due Date for RFI response.





  6. Click on the Add Attention icon.



  7. Select the checkboxes next to the assignee names. The assignee names may be prepopulated based on your Workflow Settings.



  8. Click on the Save button.



  9. Click on the Attach File icon.



  10. Select the Attach From Computer option and select the files that you want to attach with the RFI.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.

      

  11. Click on the Link Files icon.

      

  12. Select the Link From Builderbox File Cloud option and select the files that you want to link with the RFI.
    Note: You can also link files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice. “Linking Files” to a document is different than “Attaching Files.” When you link a file, it will only attach a link of the file from the cloud service and won’t make a snapshot (in time) of that file. On the other hand when you use the “Attach Files” feature, a snapshot (in time) of the attached files will be stored as record with the documents.





  13. Click on the Submit button.



  14. The RFI will be sent to the assignees selected in the previous steps and a message will be posted on the Activity Stream. Assignees will also get notified by email based on their Notifications Settings.



From the RFI page

  1. Click on the Requests for Information module from the left navigation.



  2. Click on the Process New RFI link. A white screen with a link will only show until you haven’t added any RFIs to the project. Once you add an RFI, you will see a Process New RFI button located on the top right corner of the screen. You can click on this button to process new RFIs.





  3. Click on the Company drop down and select the company, to which you wan to send the RFI to, from the drop down list.





  4. Enter a RFI subject in the Subject field.



  5. Click on the Required Date field and select a date from the calendar. Required Date is similar to a Due Date for RFI response.





  6. Click in the Question text box and enter your request/question here.



  7. Click on the Attach Files drop down.



  8. Select the Attach From Computer option and select the files that you want to attach with the RFI.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  9. Click on the Link Files drop down.



  10. Select the Link From Builderbox File Cloud option and select the files that you want to link with the RFI.
    Note: You can also link files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice. “Linking Files” to a document is different than “Attaching Files.” When you link a file, it will only attach a link of the file from the cloud service and won’t make a snapshot (in time) of that file. On the other hand when you use the “Attach Files” feature, a snapshot (in time) of the attached files will be stored as record with the documents.





  11. Click on the Assignee text box. An Assignee pop up will show.



  12. Select the checkboxes next to the assignee names and then click on the Update button. The assignee names may be prepopulated based on your Workflow Settings.



  13. Click on the Submit button.



  14. Click on the Yes button.



  15. The RFI will be sent to the assignees selected in the previous steps and a message will be posted on the Activity Stream. Assignees will also get notified by email based on their Notifications Settings.


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