Skip to content

Edit RFIs

In this topic, we'll show you how to edit the Requests for Information (RFIs).

From the RFI page

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



  2. Click on the Actions menu drop down located next to the RFI No.



  3. Click on the Edit RFI.



  4. Click on the Subject text box and change the RFI subject.



  5. Click on the Required Date field and change the date from the calendar.





  6. Click on the Add New Question button.



  7. Click on the Question text box and enter a request/question here.

      

  8. Click on the Attach Files drop down, 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 Submit button.

      
  10. Click on the Yes button.



  11. The RFI will be successfully updated.

Feedback and Knowledge Base