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
- In Outlook, select the email you want to log as an RFI.
- Open the Newforma Konekt Outlook add-in.
- Sign in using your company-issued account.
- Select the desired hub.
- Select the Email Filing tab.
- Select the desired project.
- Click the File as RFI button.
- Make sure the Log new tab is selected.
- Fill out the fields.
- Include attachments if applicable.
- 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
- In Outlook, select the email you want to log as a response to an RFI.
- Open the Newforma Konekt Outlook add-in.
- Sign in using your company-issued account.
- Select the desired hub.
- Select the Email Filing tab.
- Select the desired project.
- Click the File as RFI button.
- Select the Log response tab.
- Fill out the fields.
- Include attachments if applicable.
- Click Submit response.
