You have three options for creating a new RFx document. Choosing which option depends on whether you need a completely new RFx, or if a template or existing RFx document will serve your purpose best.
RFx creation options
Display the screen shown at right by clicking Create from the Main Screen and then RFx. Then, select one of these RFx creation options.
Create New RFX
Start with a completely new RFx. This is ideal for new category reviews or a complex.
Use Template
Create an RFx from an existing template. If your campus has a preference for how an RFx is structured, please check to see if a template was.
Copy Existing RFx
Create an RFx from a previously existing RFx. Copying the RFx will transfer over all of the information as well as the formatting. This is a good option for categories that are frequently out for review.
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