Share a Custom RFI Report
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- You can only share custom RFI reports that you or someone in the company have created. For example, you cannot share the "Questions and Responses Report" because it is NOT a custom report (it is a canned report). You can share a report with any person in the Project Directory regardless of whether or not they have access to the RFIs/Reports tools.
Steps
- Navigate to the projects RFIs tool.
This reveals the RFIs page. - Choose one of these options:
- Complete the steps in Create and View a Custom RFI Report.
OR - Click the custom RFI report that you want to share from the 'RFI Reports' area on the right.
- Complete the steps in Create and View a Custom RFI Report.
- Click Share Report.
This opens the Share Report window.
- Select the people or distribution group(s) from the People list.
- Click Share.
A GREEN banner appears to confirm that the Share List was updated.