Request for information - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

The request for information (RFI) option allows you to create, view and maintain RFIs and submit questions to the buyer.

By default, all available RFIs are displayed. To view only the bidder's RFIs, clear the All RFIs check box.

1. Click Questions/Answers - Request for Information on the menu.

2. Click Add RFI to create a new RFI.

3. Type the subject of this RFI in the Subject box.

4. If not the login user is requesting the information, enter the name of the individual who is requesting information in the From box, or click From and select a name from the list.

5. If needed, type or update the phone number in the Telephone Number box.

6. If you want to send this RFI to additional email recipients, type the addresses in the Email Address box, separated by commas.

7. To specify the RFI type, select Technical or Commercial from the Type list.

8. Type your question in the Question box.

9. If you want to attach files to the RFI, do the following:

   • Click Browse.

   • Select a file and click Open.

     

     • Click the filename to view the uploaded file.

     • Click the x next to the filename to remove the file.

10. Click Send.

To cancel the new RFI, click Cancel.

• The open envelope indicates that the RFI was answered. The closed envelope means the RFI has not been answered yet.

• If the contractor has set the RFI's Status to Closed, you can no longer add questions or answers.

Add a question to an existing RFI

1. Select the open request for information from the list on the left.

2. Click Add Question.

3. If it's not the login user requesting the information, type or select the name in the From box.

4. Optionally, type the telephone number.

5. Type the question in the Question box.

6. Optionally, click Browse to attach a file to the question.

7. Click Send.

Answer a question

1. Select the open request for information from the list on the left.

2. Click Reply next to the question.

3. Optionally, if not the login user is providing the answer, type or select the name in the From box.

4. Type the answer in the Answer box.

5. Optionally, click Browse to attach a file to the answer.

6. Click Send.