After you create your RFI, you can preview it from the perspective of the bidders by clicking the Preview tab on the RFI page. The right of the preview page displays the RFI questions. The left of the page shows the current progress of the RFI, and features a filter area that bidders can use to search for questions.
The RFI progress area provides a progress bar showing the bidder how many questions they have answered. It also features a checklist that informs the bidders when all mandatory questions, and all gating questions have been answered. Bidders can use the Confirm gating responses button to check if all the gating questions have been answered so that they can access the bid sheet.
The RFI filter offers a number of ways that bidders can refine, or search for, questions.
- Text: Bidders can search using text by entering text in the Enter search term… field, and then clicking the Search icon.
- Categories: Bidders can select the checkboxes of the question categories they want to search for.
- Question Responses: Bidders can search based on whether or not questions have been answered by clicking All, Answered, or Unanswered.
- Requirement: Bidders can search based on response type, by clicking All, Gating, Mandatory, or Optional.