RFIs / 12

Attach documents (PDF, CAD and others)

Supporting documents for the RFI: PDF drawings, CAD files, spreadsheets and the like.

2 minutes
Product screenshot: Attach documents (PDF, CAD and others)
Step by step

How to complete attachments

  1. 01

    When creating

    In the sidebar, Attachments, click Upload documents and pick one or more files. They are listed with name and size; remove one with the bin.

    Step 1: When creating
  2. 02

    On an existing RFI

    In the detail, Attachments → Upload documents, pick the files and click Upload N file(s).

    Step 2: On an existing RFI
  3. 03

    Open or download

    Hover over the file and use the download icon; it opens in a new tab.

  4. 04

    Delete

    Use the bin icon, if you have permission. It asks for confirmation.

What you'll learn

  • How attach documents (pdf, cad and others) works inside Perfour.

  • What information you need and how it stays connected to RFIs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

What if a file fails?+

The RFI stays as is; retry from the detail panel.

Why don't I see Upload documents?+

It only appears if you are allowed to comment on that RFI.