Create an RFI form in InEight Document

You can create an RFI form in the InEight Document Mail module from an issue. Document saves the form and creates a link in the Change Supporting documents tab.

Step by Step — Create an RFI Form in InEight Document.

Single-sign on is available for Change to Document features, such as creating mail or a form. When you use one of these features, the Document sign-on page opens, and you can enter your credentials. This creates a sign-on token that lets you remain signed in until the session ends. The first time you sign in to Document, a black secondary window and the Document Home window also open. You can close these windows. Single sign-on is activated, and they are not shown again.

  1. In the Supporting Documents tab of an issue, expand the Actions drop-down menu, and then select Create document > Form.

  2. Select Request for Information in the pop-up window.

    • The Create new form window will open showing available forms

  3. If you are not already signed in to InEight Document, use your login credentials to sign in.

    A sign-in token is created that lets you remain signed in to Document until the session ends. If this is the first time you are signing in to Document from Change, a black secondary window and the Document home window are shown. After you close these windows, single sign-on (SSO) to Document is activated, and they are not shown again.

  4. After the New Request for information window opens, complete the form.

  5. When completed, select the users for distribution of your form.

    • A Notification of success appears.

    • This allows you to go into Document from Change and grab a pre-defined form, fill out the information, save, and complete.

    • In the Add Supporting documents window, a link to the form you just completed, appears.

    • Under the Request for information window, this form now appears with a status of Outstanding.
    • You access this file in Document by selecting its title.

If Create document > Form is inactive, you can select the cogwheel icon to set up integration with InEight Document.

You are then taken to InEight Document’s Forms module to fill out the form. If you save and complete the workflow, the new RFI populates the Request for information box in the Details tab of the issue.

You can see issues with attached RFIs in the References column of the Issues log register. If there is an RFI associated with the issue, the column shows the number of associated RFIs. Click on the link in a cell for more information about the RFIs and links to the files.