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Procore

When does the RFIs tool send email notifications?

  

Answer

By default, the Project level RFIs tool sends the following automated email notifications when these email events are completed in the tool. You can customize these settings for your organization by following the steps in Configure Settings: RFIs.

Email Event Enable Email 1 Creator RFI Manager Assignees  Distribution
Group
Ball In Court Shift 2 icon-x-red.png icon-x-red.png icon-x-red.png icon-x-red.png
Closed icon-green-checkmark.png icon-green-checkmark.png
Created icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Distribution Member Added icon-x-red.png icon-x-red.png icon-x-red.png icon-green-checkmark.png 3
Draft Created icon-x-red.png icon-x-red.png icon-x-red.png
Due Date Changed icon-x-red.png icon-green-checkmark.png icon-x-red.png
Reassigned icon-x-red.png icon-green-checkmark.png 4
Reopened icon-x-red.png
Response Added icon-x-red.png

If you want to prevent Procore from sending emails to all recipients when an event occurs, place a mark in the Disable Email checkbox in this column for the desired event.

If you want to prevent Procore from sending emails to all recipients for when Ball In Court responsibility shifts to a different user, click the Disable Email box for the Ball In Court Shift event.

If you want to send email only to the newly added group member, place a mark in the Distribution Group checkbox for the Distribution Member Added event. This is the default setting.

If you want to send an email only to the new assignee, place a mark in the Assignees checkbox for the Reassigned event. This is the default setting. 

How to Configure Email Settings in RFIs

To configure email settings, see Configure Settings: RFIs

Examples

Below are examples of the email notifications that are sent by the RFIs tool.

Ball In Court Shift Closed Created
action-required-for-rfi.png rfi-closed.png new-rfi-email.png
Distribution Member Added Draft Created Due Date Changed
rfi-distribution-member-added.jpg draft-created.png due-date-changed.png
New Question Added Reassigned Reopened
new-rfi-email.png new-rfi-email.png rfi-reopened.png
Response Added    
response-to-rfi.png    

 

See Also