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You don’t have to finish an RFI in one sitting. Save it as a draft at any step of the Send RFI wizard and come back to it later.

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Save a draft

Click Save as draft next to the primary button on any step of the wizard. Your progress is saved, including any attachments, and the wizard stays open so you can keep working. After you save, the Save as draft button is disabled until you make another change. If you close the wizard right after saving, it closes without asking you to confirm.
Send RFI wizard on the Recipients step, with the Save as draft button next to Next at the bottom right

Save as draft appears next to Next on every step of the Send RFI wizard.

If you close the wizard with unsaved changes (using the X, pressing Esc, or clicking outside it), Acelab asks whether you want to close the RFI and discard your selections.

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Resume a draft

  1. Open the project’s RFIs dashboard.
  2. Find your draft. In Board view, it’s in the Draft column.
  3. Click the draft to reopen the wizard at the step where you left off.
Project RFIs dashboard with RFIs selected in the project sidebar and the Table and Board view toggle at the top right

Open RFIs in the project sidebar to reach the dashboard. Switch to Board view with the toggle at the top right to see the Draft column.

Attachments you added earlier show as Saved to draft. If your schedule changed while the draft was saved, for example a product or field was removed, the wizard opens on the Products step with a banner asking you to review the changes before sending.

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Things to know about drafts

  • Drafts are private. Only you can see your drafts. Other team members on the project can’t see or edit them.
  • Drafts expire after 30 days. Each save restarts the 30-day period. Expired drafts are removed automatically.
  • Deleting a draft is permanent. Deleted drafts can’t be restored.

Sending an RFI

Walk through the Send RFI wizard.

Tracking RFIs

Find drafts and sent RFIs on the dashboard.