This new feature lets you add a request for information (RFI) to the exact spot on a drawing and keep it connected to the RFI record.
What's new?
Before, you raised a request for information (RFI) in the RFI module, away from the drawing, and described the location in words. Now you can drop an RFI pin at the exact spot on the drawing and create a new RFI or link one that already exists. The pin and the RFI record stay connected in both directions, so the drawing location and the RFI travel together. A Task Panel in the annotation view lists every pinned task on the drawing, with search and filter, so you can move straight to the spot you need.
Resources
Before and After
Before (Current)
Open a drawing in the annotation view and spot a question that needs an answer.
Leave the drawing and open the request for information (RFI) module.
Create the RFI and describe the location in text.
Switch back to the drawing when you need to find that spot again.
Impact: The RFI and its place on the drawing stay separate, and the next person has to search for the location by hand.
After
Open a drawing in the annotation view and select the pin or task element workflow.
Drop an RFI pin at the exact spot on the drawing.
Create a new request for information (RFI) or link one that already exists.
Open the Task Panel to view, search, and filter every pinned task on the drawing.
Select a pin to highlight its task, or open the drawing link from the RFI to return to the exact spot.
Impact: The RFI stays tied to its location on the plan, and anyone can move between the RFI and the drawing without hunting for the spot.
Who uses this feature
Commercial Construction, Residential Construction
Administrators, Project Managers
Region availability: All regions
How it works for your industry
Commercial Construction
A project manager reviewing a multi-floor plan set finds a conflict near a mechanical room and drops a request for information (RFI) pin on that exact spot.
A coordinator links an existing RFI to its location on the drawing so the field team can see where the question applies.
A reviewer opens an RFI and follows the drawing link to zoom straight to the pinned location on the correct page.
Residential Construction
A project manager marks a framing question on a floor plan by placing a request for information (RFI) pin at the spot in question.
A team member opens the Task Panel to search and filter every pinned task on the drawing and moves straight to the one that needs attention.
A reviewer removes a pin that no longer applies, which unlinks it from the drawing while the RFI record remains intact.
How to prepare
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Document Management RFI Tasks and any prerequisite configurations enabled.
Confirm your team works with drawings in Projects under Document Management.
Identify which active projects rely on request for information (RFI) tracking so your team knows where to apply pins first.
Train project managers and coordinators on placing pins, linking existing RFIs, and using the Task Panel.
Bookmark any Knowledge Base articles or Academy videos for team training.