Secure RFI — asking a client questions

Secure RFI (request for information) sends someone a private link to a short questionnaire: a pre-engagement checklist, migration details, anything you'd otherwise chase by email.

Sending one

1. Open Secure RFI and click + New RFI.
2. Give it a title, the recipient's email address, an optional client, how long the link should last (1–30 days), and your questions, one per line (up to 50). Templates fill in common question sets.
3. Click Create & Get Link. Graften emails the link to the recipient and also shows it once, so you can copy it and send it yourself.

The link is shown only at that moment: Graften stores a fingerprint of it, not the link itself. If it's lost, Resend with a new link issues a fresh one (valid 7 more days) and emails it; the old link stops working.

What the recipient sees

A plain page with your company name, the title and the questions. They don't need an account. They can answer once; the page then closes. Expired or revoked links say so.

Reading the answers

When answers arrive, the person who created the RFI gets an email saying so (the email doesn't contain the answers). Open the RFI in Graften to read them, with the respondent's name and when they answered. Revoke stops an unanswered link working.

How it's protected

The questions and answers are stored encrypted with your account's own key. The page carries no scripts and isn't cached, and the link isn't passed on to other sites.

API: POST /api/v1/rfi, GET /api/v1/rfi, GET /api/v1/rfi/{id}/response, POST /api/v1/rfi/{id}/resend, DELETE /api/v1/rfi/{id}.