Set the project sender
If you have permission to manage the project settings:
Open the project in TonicDM.
Select the Settings icon beside the project name.
Find Send From under Workflow Settings.
Turn on Send File Transfers and CA items from a particular email address.
Select the person whose name and email address should be used.
The selected person will now be used as the default sender for File Transfers and Construction Administration items sent from the project.
Send a File Transfer
When a fixed sender is enabled:
Open the project and select Files.
Select Upload and Send Files.
Confirm the designated person shown under From.
Add the recipients, subject, message, and files.
Send the File Transfer.
The recipient will see the designated person as the sender, even if another team member prepared the transfer.
Send a Construction Administration item
The designated sender will also appear in the From field when forwarding or returning a Construction Administration item.
This applies to project communications such as RFIs and submittals.
To use a different sender for an individual CA item:
Open the item you want to forward or return.
Select the edit icon beside the person shown under From.
Search for and select another person.
Continue preparing and sending the item.
Changing the sender for an individual item does not change the project’s default sender.
Change or remove the fixed sender
To change the sender for an individual item, hover over the "from" field and select the drop-down to choose a different sender address.
To permanently change, return to the project settings.
Select the edit icon to choose another sender.
Turn off the setting to stop using a fixed sender for the project.
Using a fixed sender helps maintain a consistent point of contact while allowing the wider project team to keep work moving.