Create RFI Tasks in Document Annotations

Overview

RFI tasks let you pin requests for information directly onto project documents and drawings, keeping questions tied to the exact location and context that triggered them.

Things to know

• Not all RFIs need to be associated with a file. You can also create them directly from the project's RFI screen in which case they will not be linked to a file.

• Documents attached to an RFI task are not stored in Document Management. They are stored separately.

• You can see a direct link from each RFI back to its associated file.

Create an RFI task on a document

1. Open a project and go to the Documents section.

2. Click View all documents and folders.

3. Open the file you want to annotate and go to the Annotation mode. For more, see Use Annotation Tools in documents.

4. Click Tasks, then click the location on the document where the question applies.

5. In the panel that opens, fill in the RFI details, like title, description, assigned user, priority, and other relevant fields.

6. (Optional) Attach any supporting documents to the RFI.

   Note: Documents attached here are not stored in Document Management.

7. Click Add RFI to save the task.

The new RFI task appears in the panel and is pinned to the document.

Find and filter RFI tasks on a document

1. Open the document and enter annotation mode.

2. In the right panel, click RFI Tasks.

3. Use the search bar to search by keyword, or filter by status or priority.

4. Click Visit RFI Page.

You are redirected to the RFI section on the Project screen.

Edit an existing RFI record

1. From within the document's RFI Tasks panel, click the RFI task you want to open.

   Note: Alternatively, you can go to the project screen.

2. Click an RFI to open it.

3. Update any editable fields, such as cost impact or other details.

4. Update the RFI status as needed.

Manage RFI tasks

1. From the RFI screen, clickand select one of the following options:  

   1. Create Change Order

   2. Download PDF

   3. Archive

Want to learn more?

• Manage project media files and forms