When you forward an RFI or submittal, TonicDM now separates files you previously received from files you add to the outgoing item. This gives you a clearer view of exactly what will be shared with the next reviewer.
Include files you received
In the forwarding form, the Include Files We Received section lists the files attached to the item you received, together with each filename and file size.
Select Include Files We Received to include the received attachments.
If files were received from more than one sender, use the menu beside the option to select the relevant set of files.
Review the displayed filenames before continuing.
Clear the Include Files We Received checkbox if you do not want those attachments included when the item is forwarded.
Add new files
The additional upload area stays out of the way until you need it.
Select Add files below the received-file list.
Add files using Add files, Add folder, Egnyte, OneDrive, or drag and drop.
Wait for the upload to finish.
Review the uploaded filename and file size.
Newly uploaded files appear in a separate list beneath the received files, making it easy to distinguish between the original attachments and anything you have added.
Remove a newly uploaded file
To remove one file, select the X beside its name. To remove all newly uploaded files, select Remove Uploaded.
Removing a newly uploaded file does not remove the files shown under Include Files We Received.
Check the summary before forwarding
The summary at the bottom of the form confirms the total number of files and transmittals that will be available to recipients. Review this information, then select Forward the RFI or Forward the Submittal.
Tip: Received attachments and newly uploaded files are displayed separately, but both are included in the total shown in the forwarding summary.
Suggested article collection: Construction Administration / RFIs and Submittals
Suggested search terms: forward RFI, forward submittal, include received files, add attachments, upload files, CA files, remove uploaded files.
Here is a video with details!