Export RFIs

Exporting RFIs allows for the creation of comprehensive reports that act as vital documentation for a project. These reports can be tailored to include individual RFIs in a PDF format or encompass all RFIs in either PDF or XLSX format.

Export Single RFI

To export an individual RFI, follow these steps:

Navigate to the RFIs tool by clicking on RFIs from the left navigation bar.
Choose and open the RFI to export from the RFIs list.
Click located in the top-right corner. A panel will open, allowing you to select which sections of the report to include or exclude:
- Photos
- References
- Activity Log
- Comments
- Embed References
- Embed Official Response Attachments
Click Run Report to generate the report.

Limitations for Embedding References and Official Response Attachments

When using the Embed References and Embed Official Response Attachments options, note the following limitations:

Only PDF files will be embedded in the report.
Files larger than 30 MB will not be included.
If there are more than 10 PDF references or 10 PDF attachments (not combined, 20 in total), that type of file will not be included in the report.

After the report has been successfully generated, you can either download it directly by clicking on Download report, or you can copy the link to the report to conveniently share it with others.

Note: If you upload a PDF that is password-protected, the export of your RFI report may fail. See Reports FAQ and Troubleshooting for more information and possible workarounds.

Export button

RFI Data Export

When exporting RFI data through the Data Connector, comprehensive date information is included:

Initial design team assignment date
Ball in court duration metrics
RFI routing history
Response timeline data

This detailed timeline information enables better analysis of RFI workflow efficiency and response patterns.

Export RFI Summary Report

To create a more extensive RFI report, which includes all RFIs, follow these steps:

Click RFIs from the left navigation to open the RFIs tool.
Click .
Enter a meaningful Title for the report.
Select the preferred file format for the report, either PDF or Excel.
- If opting for the PDF format, you have the option to include a Cover page and a Table of contents for the report.
Click Run Report to generate the report.

Export RFI Report to Files

When exporting a report from the RFIs tool, you can save the report to a selected folder in Files. This feature allows for easy sharing of both open and closed RFIs with another project. To export an RFI report to Files:

Follow the steps to export an RFI or create an RFI Summary Report.
Find Save to files in the export options.
Select the desired folder in Files where you want to save the report.
Complete the export process.

Note: Exporting an RFI report to a bridged folder enables easy sharing of RFIs between projects.

RFI Summary Reports in the Reports Tool

RFI Summary Reports in the Reports Tool allow you to generate PDF Summary Reports for RFIs, providing the flexibility to customize the report structure and fields to include or exclude. You can create templates based on the preferred report structure for future use.

For more information on creating RFI Summary Reports using the Reports tool, see RFI Summary Reports.