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TonicDM Standard Training – Email Filing + File Transfer On Demand
This session covers setup, email filing, and large file transfer workflows.
By the end of this session, your team will be able to:
Understand what TonicDM is and its core purpose
Recognize the two primary interfaces (Outlook and web application)
File project emails using three different methods
Confirm when emails have been successfully filed
Incorporate email filing into their daily workflow
Know when and why to use TonicDM for file transfers
Send large files via both Outlook and the web app
Track file downloads and use confidential sharing options