Request to Receive Data from an Inactive Tool

Managing data exchange with external collaborators requires flexibility, as different tools serve different workflow needs. Rather than locking your entire account into one direction, you can now configure RFIs and Submittals independently. While each connection is one-way, you decide whether it sends or receives data.

• Required User Permissions on the project's Connection Manager tool.

• Additional Information:

  • Tools that have not yet been assigned a data flow direction are referred to as inactive tools.

  • At this time RFIs and Submittals can only have one connection, meaning it cannot both send and receive data.

• Initiate a Project Connection
  OR

• Approve or Reject Project Connection Request

1. Navigate to the project's Connection Manager tool.

2. Under 'Inactive' tools, click Request to Receive next to the desired tool.
   

   

3. Review the connection details, then click Confirm.