Print the RFI responses to the originator

If the originator is another company, such as a subcontractor or supplier, you can print the RFI.

  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. Select Reports > RFI Responses to Originator.
  5. Select a report Template from the dropdown.
  6. Select one of the following Export Options from the dropdown:
    • .DOC (Word 2003)
    • .DOCX (Word 2007)
    • PDF (Adobe Acrobat)
  7. Select Ok.