Tutorials
- Add a Multi-Tiered Location to an Item
- Add a Related Item to an RFI
- Add Assignees to an RFI as an Assignee on an RFI
- Apply Configurable Fieldsets to Projects
- Choose an "Official Response" for an RFI
- Close an RFI
- Configure a Prefix and Starting Number for RFIs
- Configure Advanced Settings: RFIs
- Copy a Configurable Fieldset
- Create a Change Event from an RFI
- Create a Correspondence Item from an RFI
- Create a Potential Change Order from an RFI
- Create an Instruction from an RFI
- Create an RFI
- Create and View an RFI Report
- Create Custom Sections
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create or Link RFIs on a Drawing
- Create, Edit, or Delete Saved Views for RFIs
- Customize the Column Display in the RFIs Tool
- Delete a Response to an RFI
- Delete an RFI
- Delete Configurable Fieldsets
- Designate the Default RFI Manager for a Project's RFIs
- Edit a Custom RFI Report
- Edit an RFI
- Edit Configurable Fieldsets
- Export an RFI
- Export RFIs to CSV or PDF
- Forward an RFI by Email
- Forward an RFI for Review
- Perform Bulk Actions on RFIs
- Remove Configurable Fieldsets from Projects
- Reopen an RFI
- Resize the Column Width in the RFIs Log
- Respond to an RFI
- Retrieve an RFI from the Recycle Bin
- Revise an RFI (Beta)
- Search for and Filter RFIs
- Share a Custom RFI Report
- Shift the Ball In Court on an RFI
- View RFIs
- View the Change History of an RFI
- View the Distribution History of a Custom RFI Report