RFIs (iOS)

Use your device to create, view, and search for project-level or document-level RFIs (Requests for Information) on specific 2D files and 3D models. For more information on RFI capabilities using the iOS app, see Mobile Capabilities.

Create RFIs

Project members in the Manager role can create two types of RFI:

• RFIs associated with a specific document or model.
• Project-level RFIs not associated with a specific document or model.

Create an RFI on a document

1. Tap to open a document.
2. In the bottom toolbar, tap RFI.
3. Tap a position on the document where the RFI should be located.
4. Enter a title for the RFI.
5. Type your question and, if necessary, enter a suggested answer.
6. Tap under the Assigned to heading to assign a project member to the RFI.
7. If required, add location details, a due date, co-reviewers, and a distribution list.
8. Tap to attach a photo.
9. Click Create.

Create a project-level RFI

1. Without a document opened, tap RFIs in the bottom toolbar.
2. Click .
3. Enter a title for the RFI.
4. Type your question and, if necessary, enter a suggested answer.
5. Tap under the Assigned to heading to assign a project member to the RFI.
6. If required, add location details, a due date, co-reviewers, and a distribution list.
7. Tap to attach a photo.
8. Click Create.

View RFIs

View the status and activity of RFIs and add comments and photos, at both the project and document level.

1. Open a project or a specific document or model within a project.

2. At the project level, tap RFIs on the bottom toolbar. In a document or model, tap RFIs.

3. In the RFIs panel, tap an RFI to view its details.

   Tip: You can filter RFIs in the panel by status, assignee, or due date.

4. Tap the Activity tab to view RFI history and any comments or attachments.

5. Tap in the Comment field to enter a comment.

   You can directly mention users, roles, or companies in a comment to send them an email notification:

   1. In the Comment field, type '@' or tap and start typing the name of the user, role, or company.
   2. Choose the name from the list of suggestions.
   3. Tap to add the comment.

6. Tap to attach a photo to the RFI:

   1. Take a photo or select one from your Devices gallery and click Done.

   2. If required, tap to rotate the photo or tap to add annotations.

   3. Tap to attach the photo.

      

Show or Hide Document-level RFIs

1. Tap to open a document or model.

2. In the upper right, tap .

   • Toggle visibility on/off as needed.

   • Tap away from the Visibility dialog, tap again, or tap X to close.

     Tip: On the viewer, tap a square pin to view RFIs associated with the document. Pin color corresponds to RFI status.

Search for RFIs

1. Without a document opened, tap RFIs in the bottom toolbar.
2. Use the Search bar to search for document or project-level RFIs.