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Documentation Index

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A Request for Information (RFI) is a formal document used in construction to ask a question — typically sent from a contractor to a design team, owner, or subcontractor when a drawing, specification, or contract document is unclear or incomplete. RFI Manager gives you a centralized log for every RFI on a project, tracks their status in real time, and uses AI to help you draft responses faster. Each RFI is scoped to a project, so your log stays organized even when you manage multiple jobs at once.

RFI fields

Every RFI in RFI Manager captures the following information:
A unique identifier for the RFI within the project, such as “RFI-001”. Numbers are assigned automatically when you create an RFI but can be edited if you need to match an existing numbering convention.
A short title summarizing the request — for example, “Structural beam specification at grid line C4”. The subject appears in the RFI list and in any exported logs.
The full body of the RFI. Describe the issue clearly so the recipient has enough context to provide a complete answer. This field supports multi-line text.
The current state of the RFI. See the status definitions below.
The person or party responsible for responding to the RFI. This is a free-text field so you can enter names, companies, or roles.
The date by which a response is required. RFIs past their due date automatically move to the Overdue status.

RFI statuses

Every RFI has one of four statuses that reflects where it stands in the resolution process:

Draft

The RFI has been started but not yet submitted. Use Draft to prepare an RFI before you are ready to send it.

Open

The RFI has been submitted and is awaiting a response. This is the active working state for most RFIs.

Overdue

The RFI’s due date has passed without a response. Overdue status is set automatically when the due date is reached.

Closed

A response has been received and accepted. Closing an RFI removes it from the active queue but keeps it in the project record for reference.

How RFIs connect to projects

RFIs are always associated with a project. When you open the RFIs page, the platform filters the log by the project selected in the top bar. Switching projects immediately updates the list to show only that project’s RFIs.
If no project is selected, the RFI page may show a workspace-wide view or prompt you to select a project. Always select a project before creating a new RFI to ensure it is filed correctly.

Creating an RFI

1

Select your project

Use the project selector in the top bar to choose the project this RFI belongs to.
2

Click New RFI

On the RFIs page, click the + New RFI button in the top right corner.
3

Fill in the details

Enter the subject, question, assigned-to party, and due date. The number is assigned automatically.
4

Set the status

Leave the RFI as Draft if you are still preparing it, or set it to Open to mark it as submitted.
5

Save the RFI

Click Create. The RFI appears in your project’s log immediately.

Tracking and closing RFIs

Once an RFI is open, you can track it from the main RFI list. The table shows each RFI’s number, subject, status, assigned party, and due date at a glance. You can search across all RFIs using the search bar at the top of the page. To update an RFI — for example, to record a received response or change the due date — click the RFI row to open its detail view. From there you can edit fields, attach files, view the AI-suggested answer, and read the activity history. When a response has been received and accepted, open the RFI detail view and change the status to Closed.
RFI Manager’s AI can analyze your uploaded project documents and suggest a draft answer directly inside the RFI detail view. Use this to speed up response drafting before sending it back to the requesting party.

Gmail sync

If your team manages RFIs over email, you can sync your Gmail inbox directly into RFI Manager. The sync scans your inbox for messages matching a subject filter and start date you specify, then imports matching threads as RFIs in the selected project.
Gmail sync requires a connected Gmail account and a project to be selected. For setup instructions, see the Gmail integration guide.
RFIs created via Gmail sync include additional metadata — the original sender, the Gmail message ID, and the full email body — so you always have the source thread available alongside the formal RFI record.