Send an RFI to the respondents
- At the RFI listing page, select the RFI number to view the details.
- Make sure that at least one respondent is listed in the Respondents section.
- Select Actions > Send RFI To Respondents.
- Select an email Template from the dropdown.
- Select Ok.
The email message displays.
- Optional: To show all recipients and CC list at the bottom of the email, select the respective option.
- Optional: To send the email only to the first CC recipient, select Send CC only for 1st recipient in the CC List section.
- In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
- Optional: To upload attachments, select Choose File in the Email Upload Attachments section to find and upload files from your local drive.
- Optional: Review and update the email Subject as needed.
- Review the Body of the email.
- Select Send Email.