Accessing the RFI Tool as a Topic Expert

1. Send a request to the Main Contact assigned for access for a specific RFI
2. Read the RFI Tool invite sent via marketscape-noreply@idc.com
3. Click on the link provided on the email; no log-in required

Assigning Access

Collaborators

• Navigate to the question or bottom of the section you want to share
• Click on the “Share” button to share the question; click on the “Share section” button to share a section
• Click on the “Send to Colleagues” button

Removing Access

Collaborators

• Navigate to the “Shared” questions tab
• Look for the question you want to unshare
• Click on the “Return to To-do” button

Action Menu for Main Contact

• Send to Colleagues – sends out links with shared questions to Collaborators. Visible only when there are new items to share
• Contact IDC – email is sent to the owner of the RFI (IDC Analyst(s))
• Export to PDF – exports all questions (from all 3 tabs) with entered and Saved answers (Drafts are also exported)
• Export to Excel – exports all questions (from all 3 tabs) with entered and Saved answers (Drafts are also exported)

Access of the Topic Expert is a reflection of the RFI as seen by the Main Contact

1. Manage cooperative action by assigning questions or sections to other Collaborators
2. Enter data/response into the question – Responses can also come from a Collaborator who submits their response
3. Click “Answer” button – Responses submitted by the Topic Expert automatically get reflected in the “Completed” tab