1. Home
  2. How can I customize which companies can view an RFI? (V2)

How can I customize which companies can view an RFI? (V2)

If the RFI has not been approved:

  1. Click Reassign and temporarily reassign the submittal to your company. (This allows you to edit the submittal).
  2. Adjust the RFI Visibility Upon Completion selection if needed. 
  3. Remove or add companies in the Who can see this document? list if needed. 
  4. Once your edits are complete, click Send to button.

Note: The RFI will not be available for the other company to edit until you complete step 4. 

If the RFI has already been approved:

  1. Click Reopen.
  2. Click Ok.
  3. Adjust the RFI Visibility Upon Completion selection if needed. 
  4. Make changes to the Who can see this document? list.
  5. Click Approve.

Note: The RFI status will show “For Approval” until you complete Step 5.

Updated on September 7, 2021

Was this article helpful?

Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!
Contact Support