How-To Guides

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

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

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

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

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

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

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