Share a Custom RFI Report

Things to Consider

  • Required User Permissions

  • Additional Information:

    • You can only share custom RFI reports that you or someone in the company have created. For example, you cannot share the "Questions and Responses Report" because it is NOT a custom report (it is a canned report).

    • You can share a report with any person in the Project Directory regardless of whether or not they have access to the RFIs/Reports tools.

Steps

  1. Navigate to the projects RFIs tool.

  2. Choose one of these options:

  3. Click Share Report.

  4. Select the people or distribution group(s) from the People list.

  5. Click Share.

See Also

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