Learning Objectives
Navigate the TonicDM web interface effectively
Utilize advanced search capabilities
Manage project teams and contacts
Access the full range of file transfer features
Accessing the Web Application
URL: app.TonicDM.com/login
Login using your work email address
No additional password required (SSO integration)
Available anywhere with internet connection
Home Page Navigation
Search bar Cross-project search functionality
?: TonicDM Chat support access
User Initials: Profile information + Settings
Navigation Tabs
Project: All accessible projects in your firm
Top projects: Most frequently accessed projects appear first
Locked projects: Projects with restricted access
My Items: View of users' CA items
Search: Cross Project Email Search
People tab: Access to the entire corporate directory
Advanced Search Capabilities
Multi-keyword search: Enter multiple terms separated by returns
Organization filters: Filter by specific companies or consultants
Date range search: Narrow results by time period
Attachment search: Find emails with specific attachments
Internal-only filter: Show only internal communications
Project View
To access the "project view" select a project from the home page or search or a project in the search bar
The project name and number will be in the top right of the screen. Project settings wheel to the right.
Email tab: All emails filed to the selected project
Files tab: Transfer log and file sharing tools
Construction Administration tab: Submittals, SIs, RFIs, PCOs
People tab: Project team and contact management
Tasks tab: Manage internal project tasks
Depending on your firm's licensing, you may have some or all of the tabs.
Email Tab Overview
Viewing full conversations: See entire email threads
Confidentiality controls: Set entire conversations as confidential
Download options: Save original email files back to Outlook
Managing misfiled emails: Move or delete options
Deep linking: Create links to specific emails for sharing
File Tab Overview
Transfer logs: Complete history of all project file transfers
Download tracking: See who accessed files and when
Request management: Track incoming file requests
Transmittal records: Permanent record of file transfers
CA Tab Overview
Submittals, Supplemental Instructions, RFI & PCO logs: Complete history of all project CA activities.
Teams Tab Overview
Suggested team members: Based on email communication frequency
Adding team members: Quick-add from suggestions
Creating distribution groups: For simplified file transfers
Exporting team lists: For reporting and documentation
Tasks Tab Overview
Assign and Manage Project Tasks: Create tasks, assign collaborators, set due dates
Tracking Log: Overview of all outstanding Tasks
User Profile and Settings
Personal information: Update your contact details
Preferences: Set default behaviors
Organization settings: Access to administrative tools (admins only)
Engagement Activity
Matching Exercise: Connect the task with the correct location in the web application:
Find an email across all projects [Search on Home page]
See who's on a project team [People tab in Project view]
View download history for files [File Transfer tab in Project view]
Find contact information for a consultant [People tab on Home page]
Move a misfiled email [Email tab in Project view - admin function]
Next Steps
In the next module, we'll explore TonicDM's confidentiality features to protect sensitive project information.