Each project can have one or more project executives. If you are a project executive on a particular project you will have the option to mark email that you file for it as confidential

Confidential email can be seen only by other project executives on that project and the individuals who were recipients of that email.
Note: the organization-level admins in TonicDM are able to see all email for every project.

 
   
  

How To

If you have executive access to the project (as described above) you will have the Confidential option when filing email. Turn this on if you want to hide the filed email from staff who don't have executive access.

Email that is Confidential is shown with the briefcase icon in the left margin. 

 
   
  

Drag-n-Drop Confidential

If you name a folder "confidential" in Outlook, anything dropped in that folder will be set to Executive Access Only when it is filed in TonicDM.

In the example below, emails dropped into the 17-055 Sky High Murals folder and its sub-folders will all file into the 17-055 project in TonicDM, but only the emails dropped into confidential and Confidential will be set to Executive Access Only.

Staff in the To, From or CC of an email, plus staff with Executive Access on the project, and the TonicDM Administrators for your organization will all be able to see these emails in TonicDM.  

   
  

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