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Procore

Export an RFI to PDF

Objective

To export an RFI to the PDF file format. 

Background

There are two (2) ways to export an RFI to the Portable Document File (PDF) format. If you would prefer to export all of a project's RFIs to the CSV or PDF file format see Export the RFIs List to CSV or PDF.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's RFIs tool.
  • Additional Information:
    • If the 'Only Show Official Responses to Standard and Read-Only Users' checkbox is marked (see Configure Settings: RFIs):
      • RFI exports done by a user with 'Read Only' or 'Standard' level permissions on the project's RFIs tool can only include responses marked as 'Official' unless the user is the RFI's creator with the 'Act as RFI Manager' granular permission ('Standard' only), the RFI Manager, an Assignee, or Distribution List member.
      • RFI exports done by a user with 'Admin' level permissions on the project's RFIs tool can include either all responses or only responses marked as 'Official'.
    • If the 'Only Show Official Responses to Standard and Read-Only Users' checkbox is unmarked:
      • RFI exports done by users with 'Read Only' level permissions or higher on the project's RFIs tool can either include all responses or only responses marked as 'Official'.

Steps

  1. Navigate to the project's RFIs tool.
  2. Choose one of these methods:
    1. View and Download the RFI
      1. Locate the RFI in the list.
      2. Click the PDF icon on the right side of the page.
        The system opens the RFI in a separate browser window.
        pdf-icon2.png
      3. If you want to download the PDF to your computer, click the Download icon in the top right corner of the page.
        OR
    2. Export the RFI to PDF
      1. Locate the RFI and click View.
        This opens the RFI in view mode.
      2. Choose one of these options:
        export-rfi.png
        • All Responses. Includes all of the responses associated with the RFI. See Respond to an RFI.
        • Official Responses Only. Includes only the response marked 'Official'. Choose an "Official Response" for an RFI.
          The system downloads the PDF file to your the download location specified by your computer's web browser settings. The download file is named by the system using the following convention: .pdf

See Also

 

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