How Do I Specify RFP Defaults?

See Also


Use the RFP Default preferences to specify default settings for new RFPs added to EngineerOffice.


Do the following to set up RFP defaults:

  1. Select Preferences from the master drop-down list.

  2. Open the RFP folder and click Defaults.

  3. Specify the default format for RFP numbering. The number can contain any mix of digits and characters, but cannot be greater than 11 characters in size.

  4. Select the Use Contact's Address check box to have a contact's address used as a project's address when creating a new project.

  5. Click Save.