Documents in RedTeam are forms that can be generated in the Dialog tab of the Projects section, i.e. Request for Information (RFI), Letters, Emails, Surveys, etc. In this section, you may create and customize these documents for use throughout the entire application. If you do not wish to create Documents yourself, please contact RedTeam Service for information or assistance setting up your company's Document templates.

*When creating a new Document for Dialog, it is important to select the correct "Type." There are three Types to select from: FOI ("For Our Information"), FYI ("For Your Information"), and RFI ("Request for Information"). RFI is the only Document Type that allows a response to be entered by the recipient (without logging into RedTeam). The sender is notified by email when a response has been logged, and it is automatically saved in RedTeam.

Also in this step, you may select options for the Document template such as an autofill preference in which the Document being created in the Dialog tab will automatically fill in default information from the previously created Document in that Project. i.e. Selecting "Automatically enter the Author from: Project Manager" for an RFI template will cause every RFI on that job to default the Author field to whoever is selected as the Project manager (viewable from Scope tab). Users will have the option to change the Author from the default when creating their Document, but will save time if RFIs are always Authored by the Project Manager.

• From Configuration, locate "Documents" (under the heading: Controls)

• Click the New (+) icon

• Click "Add Document"

• Select the Document Type (see above narrative for more information)

• Name the Document (this is how it will appear in the dropdown)

• Enter a Short Name for the Document (a quick way of identifying the document)

• (Optional) Select a folder where the Document will be located

• (Optional) Select Autofill options

• Enter a Dialog Subject (default subject for the document when it is emailed out)

• Click "Save"

• Locate the new Document template in the list and click the tools icon

• Click "Open"

• Configure the body of the Document template by entering text and using available fields in the list below

• Click "Save"

Steps:

• From Configuration, locate "Documents" (under the heading: Controls)

• Locate the Document in the list

• Click the tools icon

• Click "Edit" to change basic information such as the Document name, Autofill options, and Subject

• Click "Open" to update and customize your Document template