Generate PDF version of an RFI

You can generate a PDF version of an RFI at any stage, capturing all current details in a professional, shareable format.

• Comprehensive content: Automatically include all questions, responses, and attachments to date.

• Brand customization: Add a branded splash page, header, and footer that align with your brand guidelines.

• Targeted output: Limit the PDF to specific sections, with a clickable table of contents for quick navigation.

• This is useful for record-keeping and sharing the RFI at any stage.

To create and download the PDF version

• Open the RFI if not already done. To do so:
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Documents'
  • Click 'RFI' on the top, then choose 'Boards'
  • Click on the RFI card
• Click the 'Download PDF' button at the top-right

The 'Downloads' pane displays a list of any previously generated PDF files for the RFI, if any, providing quick access to past versions for reference or review. 

The process involves two steps:

• Generate the PDF file
• Download the PDF file

Generate the PDF file

By default, any newly generated PDF includes all sections of the RFI. However, you can customize the PDF by selecting specific sections to include. This allows you to highlight only the relevant information for sharing while excluding any sensitive content, if applicable. 

Note: The PDF includes an Activity Log section that lists actions taken by different parties on the RFI. This section is excluded by default. To include the Activity Log, opt for custom version and select it.

To generate the full version

• Click 'Generate'

The system compiles the PDF version of the RFI, including all questions/responses and attachments included till the current point in time. The process takes around 30 seconds. The output PDF contains all sections, excluding the activity log of the RFI. You can view/download the PDF from the same pane.

To customize the PDF

• Click 'Configure PDF' at the top-right of the pane
• Select/deselect the sections depending on what you want to include in the final PDF

Note: Mandatory sections cannot be removed so their checkboxes are disabled.

• Click 'Generate PDF'

The system compiles the PDF version of the RFI, including the selected sections. The process takes around 30 seconds. You can view/download the PDF from the same pane.

• The PDF features a table of contents with clickable links to respective sections.

Download the PDF file

To view/download the PDF

• Reopen the 'Downloads' pane by clicking the 'PDF' button.

The recently created PDF file is shown at the top of the list, if there are multiple items.

• Click  to open the file in a new browser tab.
• Click  to download it.

• File Name - The filename is automatically set to the name of the RFI. Enter your preferred name in the text box to override the default.
• Click the 'Direct Download' button to save the file directly to your device.

You can also save the file on Linarc's cloud-based project file repository. This allows you to share it with other team members. The folder's access permissions determine which team members can view or edit the file.

• Company Drive - Share with the project team members from your organization:
  • Select the folder that corresponds to your company name
  • Navigate to the desired folder and click 'Save.'
• Project Drive - Share with the construction team members from any stakeholder organization: 
  • Select 'Project Drive'.
  • Navigate to the appropriate folder and click 'Save.'

You can share the PDF with any external collaborator by instantly composing an email and attaching the PDF file to it. See Email an RFI to External Stakeholders for more details.