File an Email as an RFI from Outlook

2 minutes
7 months ago

You can file an email as a new RFI or an RFI response using the Newforma Konekt add-in for Microsoft Outlook. You can also log multiple RFIs from the same email. If so, make sure the Delete email when filed option is disabled in the add-in settings.

Log a New RFI

  1. In Outlook, select the email you want to log as an RFI.
  2. Open the Newforma Konekt Outlook add-in.
  3. Sign in using your company-issued account.
  4. Select the desired hub.
  5. Select the Email Filing tab.
  6. Select the desired project.
  7. Click the File as RFI button.
  8. Make sure the Log new tab is selected.
  9. Fill out the fields.
  10. Include attachments if applicable.
  11. Click Log new RFI to create the RFI, or Log and file another to log the RFI and file the same email as another RFI.

Log an RFI Response

  1. In Outlook, select the email you want to log as a response to an RFI.
  2. Open the Newforma Konekt Outlook add-in.
  3. Sign in using your company-issued account.
  4. Select the desired hub.
  5. Select the Email Filing tab.
  6. Select the desired project.
  7. Click the File as RFI button.
  8. Select the Log response tab.
  9. Fill out the fields.
  10. Include attachments if applicable.
  11. Click Submit response.