Dashboard > Select a Project > RFI
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Finalize or Close an RFI, users will need Edit permissions for RFIs
This guide will assist you in finalizing and distributing RFIs (Request for Information) in SiteMax, ensuring an organized closure process and efficient communication with relevant stakeholders.
To effectively finalize and distribute an RFI, please follow the steps below:
Step 1: Finalizing the RFI
Locate the RFI that you wish to finalize within your project.
Once you have reviewed all the responses and gathered the necessary information, click on "Close RFI." This step marks the conclusion of the RFI process.
Step 2: Distributing the Final RFI and Responses
After closing the RFI, select "Choose Final Responses" from the list of previously submitted responses.
Next, choose the recipients who should receive the Final RFI and Responses. You can select either users or contacts from your project.
Once you have selected the recipients, click on "Send" to distribute the Final RFI and Responses.
Important Considerations
Once an RFI is closed, only the final response will be displayed, and previous responses will not be included in the generated PDF document.
Any subsequent responses received after closing the RFI will not be recorded in SiteMax, and no notifications will be forwarded.
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