Upload RFI Related Documents - EcoSys - 4.11 - Help - Hexagon

EcoSys Contracts Help (4.11)

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English
Product
EcoSys
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EcoSys Standard Version
4.11

This procedure allows you to upload the RFI related documents and its associated hyperlinks.

  1. Navigate to Contracts > RFIs.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required contract.

  3. If required, click REFRESH to update the screen.

  4. Click the RFI Register tab.

  5. Click the RFI ID hyperlink. The RFI Details panel appears.

  6. Click the Documents tab.

    • By default, the last selected RFI appears in the RFI ellipsis. To change the RFI, click the RFI ellipsis in the green parameter bar and select the required RFI.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  7. Click the Insert Row icon to add a new comment.

  8. Type the required description in the Description column.

  9. Click SAVE.

  10. (Optional) Attach a file in the Attachment column.

    1. Click the Attachment icon.

    2. Click UPLOAD and then click the Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

  11. (Optional) Add the required hyperlink.

    1. Type the required web address of the RFI document in the Comment or URL column.

      When entering a URL, make sure to prefix the URL with "http://" or "https://".

    2. Click SAVE. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.

      Click the Delete Row(s) icon to delete a selected row.