Request for Information (RFI)

Requests for Information are used to communicate with trusted sources while retaining your family's utmost privacy. Anyone, whether or not they have been registered on your instance, can upload information directly to your pages on Way2B1.

• Sending RFIs
• Verifying RFIs
• Tracking RFIs

Sending RFIs

1. On any Domains page, access the Documents widget.
2. Next to Request for information click the + icon 
3. Complete relevant fields and click Send
   
   

Verifying RFIs

1. Upon completion, uploaded documents appear in your Queue and in the original document capsule 

2. Review the submitted documents to reject or verify the documents
   

3. Verified documents will live on the original page in the Documents tab

Tracking RFIs

See all RFIs across the platform in one place in Tasks.

1. Open Tasks
2. Select Filters to open the Filters modal
3. Select RFI under Type
   1. If filtering for open requests, select To Do under Status
4. Select View