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How-To Guides
How-To Guides
45 articles in this collection
Written by
Reg Prentice
and
Jennifer Dudman
Projects
Switching Projects / Creating New Projects
Switch to working in a different project, or create a new project.
Written by
Reg Prentice
Updated over a week ago
Project Settings
Written by
Jennifer Dudman
Updated over a week ago
Locked Projects
If a project is internally confidential, you can lock it so only staff who are active on the Project Team can access it.
Written by
Reg Prentice
Updated over a week ago
Email Filing
Installing the Outlook add-in
Filing email is possible once the Outlook add-in is installed.
Written by
Reg Prentice
Updated over a week ago
Filing Project Email
Using the Outlook add-in, you can file project email from your personal inbox to a shared project email box in TonicDM.
Written by
Reg Prentice
Updated over a week ago
Filing Multiple Emails / Drop Folders
Written by
Reg Prentice
Updated over a week ago
Filing Sent Emails
The fastest way to file sent emails is to CC the Project Email Address when you send the message.
Written by
Reg Prentice
Updated over a week ago
Do Not File
Block TonicDM from filing an email by including DNF in the subject.
Written by
Reg Prentice
Updated over a week ago
Confidential Emails
File email that isn't for general viewing by staff.
Written by
Reg Prentice
Updated over a week ago
"Confidential" folders in Outlook
Drag-n-drop emails into a project folder in Outlook and have those emails set as Executive Access Only.
Written by
Reg Prentice
Updated over a week ago
Outlook categories for email
When you file email, TonicDM adds categories so you can see where an email is filed. Read this to learn how to color code the categories.
Written by
Reg Prentice
Updated over a week ago
Trouble-shooting the Outlook Add-in
Written by
Reg Prentice
Updated over a week ago
The Sidebar and Outlook on the Web
Using the TonicDM Sidebar with Outlook on the Web (OWA)
Written by
Reg Prentice
Updated over a week ago
Project Team
Edit Contacts in the Outlook Sidebar
Manage the Project Team list in TonicDM's Outlook Sidebar
Written by
Reg Prentice
Updated over a week ago
Edit Contacts on the Web
Manage the Project Team list in TonicDM on the Web
Written by
Reg Prentice
Updated over a week ago
Adding team members in bulk
Add multiple contacts to your project team at once using the Bulk Add to Team link
Written by
Reg Prentice
Updated over a week ago
Removing Someone
Leaving a Project vs. Leaving an Organization
Written by
Reg Prentice
Updated over a week ago
Files
Send Files with TonicDM
You can send large files and folders quickly and easily with TonicDM.
Written by
Reg Prentice
Updated over a week ago
Request Files from Others
When you need someone else to give you files, TonicDM makes it easy for them to upload to you.
Written by
Reg Prentice
Updated over a week ago
RFIs and Submittals
Managing RFIs and submittals: Overview
There are only 4 actions that a design team can take on an RFI or submittal.
Written by
Reg Prentice
Updated over a week ago
Integration with Procore
Link your user account and project, then import RFI and submittal data.
Written by
Jennifer Dudman
Updated over a week ago
Auto-Import of RFIs and Submittals
Written by
Reg Prentice
Updated over a week ago
RFIs and Submittals in Detail
Topics covered: Manually Logging RFIs and Submittals, Forwarding, Manually Logging the Reply to a Forward, and Replying
Written by
Reg Prentice
Updated over a week ago
Resubmissions
With TonicDM, submittals can have as many resubmissions as you need.
Written by
Reg Prentice
Updated over a week ago
Managing RFI and Submittal Status
Open, Closed, and Awaiting Resubmission
Written by
Jennifer Dudman
Updated over a week ago
Recording past actions
Entering RFI or submittal actions that were made outside of TonicDM
Written by
Reg Prentice
Updated over a week ago
Distribution of RFIs and Submittals
Using Forwarding, Responsible Person and Notes to track CA items internally and externally.
Written by
Reg Prentice
Updated over a week ago
Responsible Person
TonicDM allows you to track who on your team is assigned to a particular RFI or submittal.
Written by
Reg Prentice
Updated over a week ago
Return Dates
You can track two return dates for RFIs and submittals.
Written by
Reg Prentice
Updated over a week ago
Number Submittals By Spec Section
Working with Procore's submittal numbering
Written by
Reg Prentice
Updated over a week ago
Sending RFI Responses back to Procore
Written by
Reg Prentice
Updated over a week ago
Internal Notes for RFIs and Submittals
Manage your internal workflow, and put notes on your RFI or submittal log.
Written by
Reg Prentice
Updated over a week ago
Counting RFIs by Reason Code
For internal metrics it is useful to categorize RFIs by the reason they were generated, eg: "Answer is in Drawings" or "Coordination Issue".
Written by
Reg Prentice
Updated over a week ago
Filing Documents on your Organization's Network
To open documents in your software applications, you'll need to download them from TonicDM.
Written by
Reg Prentice
Updated over a week ago
When the GC sends RFIs/submittals directly to the consultant
If the GC sends items directly to a consultant (and CC's the architect), this can cause problems with information tracking.
Written by
Reg Prentice
Updated over a week ago
Collaboration
How to collaborate with other organizations
You've created your project, but now you need to invite other organizations to join you on TonicDM.
Written by
Reg Prentice
Updated over a week ago
Items That Need Filing
A description of why items need filing, and what to do when this condition occurs.
Written by
Jennifer Dudman
Updated over a week ago
Project Email Address
Each project has a unique email address where incoming items can be sent by collaborators who don't use TonicDM.
Written by
Reg Prentice
Updated over a week ago
General Features
TonicDM Administrators
The most senior people in your organization can be given power over all the organization's projects.
Written by
Reg Prentice
Updated over a week ago
Getting Executive Access on your Project
Written by
Reg Prentice
Updated over a week ago
Disciplines
Categorizing Items by Type of Consultant
Written by
Reg Prentice
Updated over a week ago
Distribution Groups
Work with named lists of Contacts when sending items.
Written by
Reg Prentice
Updated over a week ago
Downloading Logs to Excel
Written by
Reg Prentice
Updated over a week ago
Adjusting the Columns in Tables
Written by
Reg Prentice
Updated over a week ago
Copy and Paste from Tables
Quickly get information from a log into email, Word or Excel.
Written by
Jennifer Dudman
Updated over a week ago