- Go to your project and ensure that you are in User Mode.
- Expand the RFI Manager node.
- Click Requests for Information (RFI).
- From the BP log page, click Create.From Request for Information tab, in the Title field (Required), enter a name for the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Complete the form accordingly.
- When finished, from Workflow Actions list select Submit.
- Click Send. The names of the recipients appear in the To field automatically.