Print or share the RFI for the respondents
Open the RFI details
-
Go to Leads or Projects and select the lead or project in the Quick Select section.
- On the Lead or Project Home page, select RFIs under the Correspondence section.
- Select the RFI number to view the details.
Print or download the RFI for the respondents
- Select Reports > RFI to Respondents.
- Select a report Template from the dropdown.
- Select one of the following Export Options from the dropdown:
- .DOC (Word 2003)
- .DOCX (Word 2007)
- PDF (Adobe Acrobat)
- Select Ok.
Share the RFI for the respondents through the TeamLink Portal
- Select Reports > RFI to Respondents.
- Select a report Template from the dropdown.
- Select one of the following Export Options from the dropdown:
- Save DOC to Linked Files
- Save PDF to Linked Files
- Select Ok.
The file will be listed in the Linked Files section and the Show In Portal option will be selected by default.