Although you can add a Request for Information (RFI) by manually entering the required information, using the Generate feature saves time. In addition to reducing data entry by copying data from an existing document to a new one, generating ensures that the information in related documents is consistent.
To generate an RFI:
From the Requests Log Window, open the Request for Information Document Window from which you want to copy information.
From the Select an action drop-down list, choose Generate Document to start the Generate Request for Information Wizard.
From the Type drop-down list, select Request for Information.
Click Select To next to the To field to open the Select Contact Dialog Box to specify the contacts that will receive the document. Click Exchange to switch the To and From contacts.
Select yes or no to determine whether you want Contract Management to assign the next available number.
The Contract field is automatically populated from the source document. To select a different contract, click Select Contract next to the Contract field and select a contract.
Contract Management supplies the required date (seven days from today's date). You can change it.
Select yes or no to determine whether to link the new document to the same issues and attachments as the original.
next to the To field to open the Select Contact Dialog Box to specify the contacts that will receive the document. Click Exchange 
to switch the To and From contacts.
