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RFIs

Table of contents
  1. Add a how-to article to your user guide
  2. Add a reference article to your User Guide
  3. Workflow Diagram
    1. Create an RFI
    2. Respond to an RFI
    3. RFIs: Permissions and Settings
  4. RFIs
  5. Job Role
  6. Recent Changes
    1. Added Linked Drawings Field (9/15/2017)
    2. Updated The Behavior Of The Ball In Court Drop-down (9/15/2017)
    3. Added 'RFI Manager' Field To CSV And PDF Export (9/15/2017)
    4. Set Ball In Court Role From Ball In Court Drop-down (9/13/2017)
    5. Added A New RFI Email (8/25/2017)
    6. Added Capability To Control RFIs Row Height (7/21/2017)
    7. Added 'Linked Drawings' Field To All RFI View And Edit Pages (7/13/2017)
    8. 'Admin' Users Have Option To 'Only Show Official Responses' On PDF Export (6/9/2017)
    9. Only 'Admin' Users Can See 'Recycle Bin' View (6/1/2017)
    10. Changed Default Setting For 'Only Show Official Responses' On New Procore Projects (6/1/2017)
    11. Send Email Notification On RFI Reopening (5/30/2017)
    12. Updated 'Only Show Official Responses' Checkbox Name (5/23/2017)
    13. Updated the 'Only Show Official Responses' Checkbox for the RFIs Tool (5/22/2017)
    14. Added Configurable Columns to the RFIs Tool (5/19/2017)
    15. Restored the 'Only Show Official Responses' Configuration Setting (5/14/2017)
    16. Updated PDF Exports of RFIs (4/13/2017)
    17. New RFI Manager Field In RFIs Tool (4/12/2017)
    18. Updated the Options for Setting a RFI Manager in 'Configure RFI Settings' (3/15/2017)
    19. Removed the 'All' Selection From the 'Add Filter' List (2/8/2017)
    20. Cosmetic Improvements On RFI Tools PDF (2/8/2017)
    21. Added Chart Link To RFIs Report In Right Sidebar (1/25/2017)
    22. Added Persistent Filters To RFIs Tool (1/18/2017)
    23. Updated the Training Video Link In RFI Response Required Emails (1/10/2017)
    24. New RFI List View (1/8/2016)
    25. Changed Wording In Overdue RFI Email (1/4/2017)
  7. All Changes
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    1. User Guide

RFIs (Project Level)

Procore’s Request for Information (RFIs) tool is designed to keep projects running smoothly. Serving as a project's central storage and management point for information requests and responses, the RFI tool increases your ability to build project-wide accountability by letting you create, capture, and archive critical information exchanges between project leaders and the subcontractors, vendors, and other suppliers.

VIEW THE FEATURES
  • Create, assign, distribute, and track requests for information in a central location.
  • Send overdue email notifications to overdue assignees on your behalf. 
  • Set up distribution lists to collect input and feedback from subcontractors and other on the list.
  • Respond to RFIs directly in Procore, from a mobile device, or by simply replying to the RFI request email. 

Visit our Procore YouTube channel to view the full-size version

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Last modified
14:20, 17 Oct 2017

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