When you select a person on an RFI (to, from, and cc), you can add a new contact on the
fly if the contact you want does not exist in Viewpoint Team™.
When you create a new contact and invite them from
an RFI, the contact receives an email with a link to the project. If they don't already
have a Viewpoint Team™ account, they are
prompted to create one. You can add a new contact on the fly as part of the following
tasks:- While adding or editing an RFI, click in the To,
From, or CC field.
- Click
New Contact. - (Required) In the First Name field, enter the contact's
first name.
- In the Last Name field, enter the contact's last
name.
- (Required) In the Company field, enter the name of the
company where the contact works.
- (Required) In the Email Address field, enter the
contact's email address.
- In the Invitee Permissions field, select the type of
access the contact should have to Viewpoint Team™.
- Click Continue.
The contact is added to the RFI, an email is sent inviting them to the project, and
you can continue working in the RFI.