Go to https://app.tonicdm.com and log in with your work email address.
Click on your initials in the top right, then turn on the Office 365 integration.
In Outlook, click the Email Filing add-in on the right side of the Home ribbon to open the TonicDM sidebar, then select your projects using the Search for project field.
To troubleshoot the Add-in, see My email filing button is grayed out or missing!
For short training videos go to the TonicDM Academy.
To chat with us use the chat icon in the bottom right of this page.