Purpose:
To guide users on how to upload and attach documents or photos to individual checklist line items within an RFI.
Step-by-Step Instructions:
1. Open the RFI section
- On the Home Page, click on RFI.
- Go to the Open section and select the RFI you want to review.
- The RFI details section will open on the right side of the screen.
2. Access the checklist
- Click on the drop-down box under the Checklist section to view all checklist items.
3. Attach files to line items
- For each checklist line item, you’ll see options to Attach, Comment, and Raise Defect.
- Click on Attach to upload your file (image, document, etc.).
- Choose the file from your device and confirm the upload.
4. Verify the attachment
- Once uploaded, the file will appear linked to that checklist line item.
- Click on Save
Tips & Best Practices:
- Always attach clear and relevant photos or documents to help the approver understand the work done.
- Do not upload large CAD files or unnecessary images that slow down loading.
- Keep attachments organized to make the RFI review faster and smoother.
- For any issues, contact LivSYT Support.
Related Resources:
How to Raise an RFI?
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