Print or share the RFI for the respondents

Open the RFI details

  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.

Print or download the RFI for the respondents

  1. Select Reports > RFI to Respondents.
  2. Select a report Template.
  3. Select one of the following Export Options:

    • .DOC (Word 2003)
    • .DOCX (Word 2007)
    • PDF (Adobe Acrobat)
  4. Select Ok.

Share the RFI for the respondents through the TeamLink Portal

  1. Select Reports > RFI to Respondents.
  2. Select a report Template.
  3. Select one of the following Export Options:

    • Save DOC to Linked Files
    • Save PDF to Linked Files
  4. Select Ok.

The file is listed in the Linked Files section and the Show In Portal option is selected by default.