Forward an RFI by Email
Background
The built-in email functionality in the RFIs tool gives you the ability to forward an RFI to other project users by email. This gives those users the ability to view the RFI.
Important! If you want to forward an RFI to another user for the purpose of reviewing and submitting a response to the RFI, see Forward an RFI for Review.
Things to Consider
Additional Information:
Important! If you want to forward an RFI to another user for the purpose of reviewing and submitting a reply to an RFI, see Forward an RFI for Review.
Steps
Navigate to the project's RFIs tool.
Locate the desired RFI in the list. Then click View.
Click the vertical ellipsis
at the top of the page.Click Email.
Set user access to the message as follows:
To restrict access to this message, mark the Private checkbox. Private emails are only shown to recipients and the sender of the email.
Add your desired recipients in the To or CC fields.
Note: As the sender, your profile's email address is automatically added to the CC field.In the Subject box, accept the default subject line or write your own.
In the Message box, type your desired message. This field corresponds to the body of the email message.
Click the Attach Files button to attach any relevant files or items to the message.
Click Send.
See Also
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