Send an RFI to the respondents

1. Go to Leads or Projects and select the lead or project in the Quick Select section.

2. On the Lead or Project Home page, select RFIs under the Correspondence section.
3. Select the RFI number to view the details.
4. Optionally, in the Respondents section, select Import Company / Contact to add respondents as needed.

   Ensure that a respondent is listed before proceeding.

5. Select Actions > Send RFI To Respondents.
6. Select an email Template from the dropdown.
7. Select Ok.
8. Select the recipients in the Recipients List section.
9. Optionally, to show all recipients and CC list at the bottom of the email, select the respective option.
10. Optionally, import recipients to the CC List section and select Send CC only for 1st recipient to send the email only to the first CC recipient.
11. In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
    Files in the Linked File Attachments section are not added as attachments to the email.
12. Optionally, select Choose File in the Email Upload Attachments section to include any additional files as attachments to the email.
    Files uploaded in the Email Upload Attachments section are not added to the Linked File Attachments section or shared through the TeamLink Portal.
13. Optionally, update the email Subject as needed.
14. Review the Body of the email.
15. Select Send Email.