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CPM - Add a Note, Image, or Other Attachment to an RFI

Modified on: Thu, Oct 6 2022 8:04 AM

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Introduction

Overview of how to add a note, image, or other attachment to an existing RFI.


Note: The CPM mobile app how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE


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Steps


1. Navigate to the RFIs module in the springboard.




2. Select the RFI you would like to add a item to from the log, or by searching for it.



3. Tap on Add Note... at the bottom.




4. Enter the notes to be added, then tap the send icon to post.




5. Similarly, you can tap the attachment icon or photo icon to add a document or take and attach a photo.



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