Forward an RFI by Email

The built-in email functionality in the RFIs tool gives you the ability to forward an RFI to other project users. When you forward an RFI, recipients receive an email notification as well as an in-app notification card in Procore's Notification Center (accessed via the Notification Bell). Selecting either link takes the user directly to 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.

• Required User Permissions

• 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.

  • Recipients receive notifications both via email and directly in-app through the Notification Bell, provided their Notification Settings are configured to receive immediate RFI notifications. See What is the Procore Notification Center?

1. Navigate to the project's RFIs tool.

2. Locate the desired RFI in the list. Then click View.

3. Click the vertical ellipsisat the top of the page.

4. Click Email.

5. 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.

6. 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.

7. In the Subject box, accept the default subject line or write your own.

8. In the Message box, type your desired message. This field corresponds to the body of the email message.

9. Click the Attach Files button to attach any relevant files or items to the message.

10. Click Send.
    

    Note

    What happens next:

    • Procore sends an email notification to all designated recipients in the To and CC fields.

    • Designated recipients also receive an in-app notification card under the Notification Bell in the top navigation bar. Selecting the notification card opens the RFI directly in Procore.

    • In-app notifications respect each user's existing Notification Settings.