How do I control which emails are sent by Procore during the RFI process?

Answer

The project's RFIs tool sends out various automatic email notifications when certain tasks are completed for an RFI. These tasks are referred to as Email Events in the RFI Emails table in the RFI Settings page. The table below shows the default email notification settings, but users with the appropriate permissions can modify these settings. See Configure Advanced Settings: RFIs.

Email Event	Enable Email	Creator	RFI Manager	Assignees	Distribution Group
Ball In Court Shift ¹
Closed
Created
Draft Created
Due Date Changed
Reassigned
Reopened
Response Added ^{2, 3}

¹When 'Ball In Court Shift' emails are enabled and the Ball In Court responsibility for an RFI is shifted manually (see Shift the Ball In Court on an RFI), Procore sends an automatic email notification to the user who the Ball In Court responsibility shifted to (the item's RFI Manager or Assignee), even if no user checkboxes are marked in the RFI Emails table.

² When 'Response Added' emails are enabled and the Only Show Official Response to Standard and Read Only Users checkbox is marked (see Configure Advanced Settings: RFIs), an RFI's creator who has 'Standard' level permissions on the tool will not receive an email when a response is added to the RFI, even if the 'Creator' checkbox is marked in the RFI Emails table.

³ When 'Response Added' emails are enabled and the Only Show Official Response to Standard and Read Only Users checkbox is marked (see Configure Advanced Settings: RFIs), an RFI's creator who has 'Standard' level permissions on the tool will receive an email when a response on the RFI is marked 'Official' if the 'Creator' checkbox is marked in the RFI Emails table. Note: Other users with roles on the RFI will not receive an email when a response on the RFI is marked 'Official', even if checkboxes for their roles are marked in the RFI Emails table.