TonicDM

Getting Started

7 mins  —  TonicDM overview, Email Filing and File Sharing

What is TonicDM and how do I use it?   —  VIDEO

Short videos to get you started quickly!

Getting started with TonicDM

Getting started as a participant in a TonicDM project.

Collaborator Instructions

How Contacts Work

Follow these instructions to get started with TonicDM Email Filing.

Configure Project Email Filing

Getting Started Articles

A sample plan for successful implementation of TonicDM within your organization.

Deploying TonicDM in your Organization

This article is for IT professionals who wish to connect TonicDM to their enterprise Microsoft Identity.

Setting Up SSO with Microsoft

This article is for IT professionals who wish to connect TonicDM to their enterprise Okta Directory.

Setting Up Okta for SSO

Setting up an Org Level token eliminates the need for each user to grant permissions for TonicDM to access their Office 365 mailbox.

Implement an Org Level token for O365

This article is for computer system administrators who want to distribute the Outlook add-in to their staff.

Deploy the Outlook add-in to staff

For one-off use cases like testing, or for small deployments, the add-in can be installed into Outlook without needing to "deploy" it.

Install the Add-in directly into Outlook  for individual users

After you've deployed the add-in, you can modify who has access to it.

Change who has the Outlook Add-in

Making the TonicDM Microsoft Teams add-in available to project teams within your organization.

Deploy the Microsoft Teams Add-in

Automatically create/update projects in TonicDM when they are added or changed in your accounting or ERP system.

Integrate with your accounting or ERP system

How to maximize the benefits of integration.

Strategies for Accounting/ERP integration

Methods for automatically and manually assigning Executive Access on projects.

How do we manage Executive Access?

This article is for IT professionals who wish to connect TonicDM to their enterprise Google Identity.

Setting Up SSO with Google

For Enterprise IT Professionals

Schedule a support session

Watch short training videos

Contact support now

Find answers and get help from Intercom Support and Community Experts

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