Projects & workflows · Guide 09

Create and customise requests for information (RFIs)

Source incomplete: the introduction names RFIs, but the steps describe organisations rather than creating or customising RFIs.

2 min readDownload guide
Source incomplete. The heading and introduction refer to customising imported RFIs or creating your own RFI list, but the remaining steps describe creating and switching organisations. RFI creation and customisation instructions were not supplied. The download preserves the source; contact Due support for the correct version.

1. Intended purpose

The source introduction says this supplementary guide is intended for users who want to customise imported RFIs or create their own RFI list. It does not include the procedure for either task.

See the project workspace guide for the supplied RFI import instructions, or Respond to RFIs for responding to existing requests.

2. Organisation text in the supplied file

The following organisation guidance is present in the supplied document. It is not a procedure for the topic named in this guide.

Overview

A service provider working with multiple clients may want an organisation for each client to keep them separate. Each project is separate from other projects.

Create a new organisation

Creating a Due account creates your first organisation, which you automatically join as the Account Owner. To create another organisation, follow the prompts from the organisation switcher in the navigation bar.

Navigate between organisations

After creating another organisation, use the organisation switcher in the navigation bar to switch between organisations.

Subscription availability

Your subscription may not include more than one organisation. Contact info@doitwithdue.com to confirm.

For account setup, see Create your Due account and organisation.