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Procore

Email an RFI (iOS)

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Objective

To email an RFI to users from your iOS mobile device. 

Things to Consider

  • Required User Permission: 'Standard' or 'Admin' on the project's RFIs tool.

Steps

  1. Navigate to the RFIs tool on your iOS mobile device.
  2. Tap the RFI you want to share.
  3. Tap Share (2017-12-11_16-18-55.png).

    2018-03-21_08-43-53.png
     
  4. Tap Email.
  5. Tap into the following fields to enter the appropriate information:

    • To: Tap the 'To' field to select the user(s) or groups who will receive the RFI.
    • Cc: (Optional) Tap the 'Cc' field to include other users you want to copy on the email. You (the person sending the email) will automatically be Cc’ed on the email.
    • Bcc: (Optional) Tap the 'Bcc' field to blind carbon copy other users on the email. 
    • Subject: The default subject will be auto-populated with the RFI's number and name. Tap the 'Subject' field to edit the subject.
    • Optional Comments: Tap to enter any additional comments that will appear in the body of email.
  6. Tap Send.
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