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About numbering RFPs and RFIs by job and phase

Creating RFPs

Creating purchase orders from RFPs

About file and link Attachments on records

Deleting RFPs

Note: This functionality is available only if you have the Document Control Module.

To delete an RFP:

  1. Open 6-11-1 Requests for Proposal.
  2. Using the data control, select the record.
  3. On the Edit menu, click Delete RFP.