Creating an RFI from Plans

Step One

Navigate to Plans, Drawings and Specs

Step Two

Click on the plan you would like to reference an RFI to

Step Three

Click on the blue plus button in the bottom right corner and click on Create RFI

Step Four

Add any needed mark up then click on Save Changes

You will see the plan has been attached to the RFI

Step Five

Fill out the information needed on the RFI form and press Submit once you are finished

Updated on August 26, 2024
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