The recipient receives an email with a secure link they can use to upload the requested files.
Create a file request
Open the TonicDM sidebar in Outlook.
Select the project the files belong to.
Open the content menu and select Files.
Select Request files...
Complete the request details:
To: Select the person you are requesting the files from.
By date: Choose the date you need the files.
BCC Me: Select this if you would like to receive a copy of the request.
Subject: Enter a clear subject for the request.
Message: Add details about the files you need.
If you would like to include your saved signature, turn on Use signature block.
If required, select Recipients must log in to download.
Select Send Request.
The recipient will receive an email with your message and a link to upload the requested files.
For requesting files from within the TonicDM web app, please see: Request Files from Others
Track your file requests
Open Files in the TonicDM sidebar to see file transfers and requests associated with the selected project.
Requests awaiting files are labeled Expected from others, making it easy to see what is still outstanding.
Once the recipient responds, the files will be kept with the project record in TonicDM.
