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Exporting RFIs

How to filter and export RFIs

Marjorie Galit avatar
Written by Marjorie Galit
Updated over 5 months ago

Dashboard > Projects > Select a Project > RFI


Exporting RFIs can be useful for creating reports, analyzing data, or sharing information. Follow these easy steps:

  1. Organize and isolate the RFIs required for download or export using the filters.

  2. Use filters like Status, Assignee, Ball in Court, Created By, and Initiated By to narrow down the results.

  3. Click "Apply" to apply the filters.

  4. Apply filters to isolate the desired RFIs for download or export. Select the desired reports.

  5. Click on Actions and choose to export as a Zip, PDF, or CSV file.

Note: Once an RFI is closed, only the final response will be displayed, and previous responses will not be included in the PDF. Any subsequent responses after the RFI is closed will not be recorded in SiteMax, and no notification will be sent.

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