How to Create and Send RFI's
Purpose
Steps
1. Accessing RFI
Login to your Commnia account and select your project.
Navigate to the menu bar icon and search RFI.
2. Add Recipients
Start typing the name of the contact to display a list of users from the project contact list.
Alternatively, you can click on the To, CC, or BCC button to display the full global contact list.
The Send Privately function means that recipients will not see who else the email has been sent to in To Field.
3. Enter Email Subject
Enter a subject for your new email message.
4. Complete Dynamic Fields
Enter any required information into the dynamic fields.
Click on Addons to include a Standard Clause, Cost Table, Risk Description, and Authorisation.
To see how to create Custom Standard Clause Templates click here.If you select Cost Table the following dialogue box will appear.
Once you have entered the information into the cost table, click on Add to return to your email.
Add Risk Description, the following template will appear and select Yes or No.
To see how to add authorisation templates to the Inbox email click here.5. Enter the Email of the Body
- Enter your email message into the description field.
- You can manually enter the body of your email, this field is in Html format meaning you can paste text and images directly from word or even your internet browser.
- Alternatively, select from a list of Custom templates.
6. Attach Files
Files can be attached to the email directly from Commnia Drive, the document register, from your local device, or drag and drop files with no restriction on file size.
7. Send Email
Your email signature will automatically be included in every email communication. You can edit your email signature by clicking on the edit icon.
Once you've entered all information for your email, you can Preview, Save as a Draft or Send it.
If you have clicked to Send Privately the recipients will not see who else the email has been sent to.
8. Email
Once you have clicked send, the receiver will receive the following formatted email with the option to view it as PDF Letter.
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