Follow our guide to fast track set up and go live with your RFI in less time.
Start your first checklist
Get started by importing your RFI (request for information) checklist into Workflow. You can import it from Excel or use a template from the data room if one is already available.
Work with your teammates
Create teams to manage and control access to your checklist.
Go live with your acquisition checklist
Share your checklist with the target and go live with your RFI.
Track progress and uploads
See at a glance every document uploaded by your target in the Document index.
Collaborate with your target
Clarify requests or ask for updates from the target using comments.
Safeguard your data
Protect and safely store your crucial data with Ansarada Always, ensuring safe, long-term access.
Reach out to our team on the in-app chat or at [email protected] anytime if you have any questions, or if if you want help getting your RFI set up!