Frequently Asked Questions

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Written by Reg Prentice
FAQs

Is there a way to purge old contacts?

How to mark contacts as current or old on your organization's full contact list.
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Written by Reg Prentice
Updated over a week ago

What can TonicDM be used for?

Email archiving, sending/receiving large files, RFIs, submittals.
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Do the people I send files to also need to be TonicDM users?

No. Your recipients will receive an email notification which includes a download link.
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Written by Reg Prentice
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Does TonicDM work for GCs and subs?

Yes for email filing and file transfer.
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Updated over a week ago

Is there software I have to install?

No, TonicDM works in a standard web browser.
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Written by Reg Prentice
Updated over a week ago

Which browsers are supported?

All modern browsers are supported. Chrome is recommended.
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Written by Reg Prentice
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Is there an App for mobile devices?

No, but you can use the TonicDM website on a mobile device browser.
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Written by Reg Prentice
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Is TonicDM intended to replace my company's server?

Short answer... No. Read this article for a longer explanation.
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Written by Reg Prentice
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Who has global access to our TonicDM account?

Your "TonicDM Administrators" are the most powerful people in your organization's TonicDM account.
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Written by Reg Prentice
Updated over a week ago

Are my files and other information private?

The information you put in TonicDM is private to your organization, but not to you personally. Think of it like your company server.
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Written by Reg Prentice
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Tips

Does TonicDM automatically save to our local network?

TonicDM is a "record copy" of your documents in the cloud, and is separate from the "working copy" you'll want put on your local network.
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Written by Reg Prentice
Updated over a week ago

Copy-typing

How architects and engineers are always left copy-typing to maintain their RFI and submittal logs.
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Written by Reg Prentice
Updated over a week ago

Does TonicDM work with multiple Outlook accounts

Other mailboxes in Outlook need to be connected in a specific way.
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Written by Reg Prentice
Updated over a week ago

How do I add myself to a project team?

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When I remove someone from the Project Team List, are the records associated with them retained?

Yes. Everything is always retained.
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How do I add a Submittal Action?

Click on the Submittal Action List box to display the list of preconfigured options
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How do I delete a misfiled RFI or Submittal

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How do I upload files on iPad?

Use the built-in Files app. Open this to learn how.
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Written by Reg Prentice
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Where is the organization-wide Contact list?

On the Organization Settings page (the link is on your Home page in the web application).
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Written by Reg Prentice
Updated over a week ago

Can I add myself to lots of projects at once?

No... but there's not much reason to do this anyway.
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I can't find my project!

Use Create New Project on your Home page or contact your IT team.
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My email filing button is grayed out or missing!

Ensure your reading pane is open and an email is selected.
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Filing emails by dropping them in folder doesn't seem to be working

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Trouble connecting your TonicDM account to Procore

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Disconnect and reconnect Office 365

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Written by Reg Prentice
Updated over a week ago