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Additional RFI Export buttons

There should be a "RFI Official answers with all attachments" export button.

Currently you have to download each attachment individually and then join the PDF's together to create a simple PDF record of the entire RFI.

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Tom Prendergast shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Alex Motola commented  ·   ·  Flag as inappropriate

    This would be very helpful, especially when you have to send information outside of Procore.

  • Isabelle Laplante commented  ·   ·  Flag as inappropriate

    Hello Prcore,

    I want to clarify that there are not just administrators in the answers below. We also have professionals who are motivated and interested in responding, and we appreciate that. They are the best advisers.

    For example, Mathieu Tremblay, a very close collaborator and professional working with us. And we appreciate it. Thank you for following up on this idea !! Very logical

  • Mathieu Tremblay commented  ·   ·  Flag as inappropriate

    Ce serait intéressant qu'on puisse ajouter ou préciser une réponse, même après avoir répondu à une QRT, sans nécessairement demander l'aide de l'administrateur. Une fois la réponse envoyée, elle est gelée et on ne peut rien ajouter.

  • Jason Pari commented  ·   ·  Flag as inappropriate

    Hi Procore! Ive been to some GroundBreaks - love it!
    I'm on our company's Procore Development Team, and we do have some custom tools.
    However, this request actually should be a priority.
    It would streamline our process and be much appreciated.

    Thanks

    Thank you for chatting with us! Here is the chat transcript:
    Chat Started: Wednesday, October 21, 2020, 17:45:34 (-0700)
    Chat Origin: Chat Button
    Agent Luis C
    ( 47s ) Luis: Hello Jason! How are you doing today?
    ( 2m 54s ) Jason Pari: Awesome Luis - you
    ( 3m 5s ) Jason Pari: Just a quick easy one for ya
    ( 3m 16s ) Luis: Glad to hear that! I am doing pretty good thank you for asking.
    ( 3m 18s ) Luis: How may I help?
    ( 3m 40s ) Jason Pari: You know how you changed the submittals to be able to Export with all attachments
    ( 3m 52s ) Jason Pari: this was last year some time i think
    ( 3m 58s ) Jason Pari: its great
    ( 4m 7s ) Jason Pari: you need to do that with RFIs
    ( 4m 23s ) Jason Pari: it would be so much more efficient for us
    ( 4m 43s ) Jason Pari: humble request Luis
    ( 6m 20s ) Luis: Can I get more insight into what you mean by changing the Submittal in order to export? If you click on a specific submittal and select the export drop-down you should see an option to export with attachments.
    ( 7m 11s ) Luis: Oh, I am sorry for the confusion. You are wanting to do the same thing for RFi's correct?
    ( 7m 53s ) Jason Pari: yep
    ( 8m 26s ) Luis: Got it! Please bear with me one moment as I further look into this for you.
    ( 8m 32s ) Jason Pari: word
    ( 13m 35s ) Luis: Thank you for your patience in this Jason! This is currently a work in progress with our development team and we working on having this added to the platform. I found a user voice that speaks further on having this available on the export dropdown. I will post the link to this user voice below. Please vote and comment on this post in order for our development team to see this is a popular request.

    https://feedback.procore.com/forums/183340-customer-feedback-for-procore-technologies-inc/suggestions/39453202-additional-rfi-export-buttons
    ( 20m 40s ) Jason Pari: Thanks man - just one more little detail for you guys to help us streamline or jobs - especially these days (this year since covid), crazy timelines, and every minute counts
    ( 20m 45s ) Jason Pari: appreciated
    ( 20m 55s ) Jason Pari: thanks Luis have a good night be safe
    ( 22m 12s ) Luis: Definitely understandable! Thank you for reaching out Jason! If you do have further questions please feel free to reach back out. Have a great night as well.

  • David Price commented  ·   ·  Flag as inappropriate

    Please add check boxes next to the attachments so the RFI manager can select which ones to include in the "Official Response". This is important as not all attachments my be relevant / correct for distribution.

  • Joshua Morales commented  ·   ·  Flag as inappropriate

    Very much agreed, this should be incorporated/developed as soon as possible.On large projects this turns into a nightmare for storage and archiving.

  • Maaike Pen commented  ·   ·  Flag as inappropriate

    In general it would be great if PROCORE would spend some time on making exporting of all files/processes within Procore more efficient. It is unrealistic to think contractors, consultants and owners would not want PDFs of documentation processed through Procore for archiving and storage.

  • Maaike Pen commented  ·   ·  Flag as inappropriate

    Aside from including the attachments of official answers, I'd also want to see the option to include the attachments in the RFI question.

    You'd think this would be an easy update for you guys as the submittal tool offers this exact function when exporting to PDF.

    When you export an RFI to PDF, you do not expect to then still have to click on an external link in said PDF to see the actual drawings pertaining to the RFI...

    .......

  • Madelyne Grabowski commented  ·   ·  Flag as inappropriate

    Yes,There should be a "RFI Official answers with all attachments" export button. Please make download/interface on Procore universal. It doesn't make sense to have different download abilities for Submittals and RFIs.
    QAQC/record purposes it is a hassle to manually download and reattach.

    Also, the Mass Download button for Submittals AND RFIs is an obvious need too.

  • Paul Arnold commented  ·   ·  Flag as inappropriate

    C'mon guys!!! This is just obvious feature development. You have the same function in submittals, can we not make different modules perform with the same function? This feature is needed with any module that allows you to create an item that has associated backup attachments uploaded into procore.

    Make it happen and use your heads.

  • Jackie Bergman commented  ·   ·  Flag as inappropriate

    One step further, you should be able to mass download ALL RFI's with all attachments, instead of having to go into each RFI and download.

  • Tanya Sampson commented  ·   ·  Flag as inappropriate

    Please make PDF with attachments available for RFIs. Since it is already available for Submittals I can't imagine it would be that difficult. This would be very beneficial.

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