Name: TonicDM
Author: TonicDM

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### Email Management
User feedback on TonicDM's email management capabilities varies. While some users praise the platform for simplifying email filing, making it easy to track and store emails efficiently, others have encountered challenges with email address entry and email search functionalities. The ability to organize emails by project and the convenience of sending large files are highlighted as significant advantages by users. However, there are suggestions for improvements in terms of sorting and filtering tools for better email organization. Despite some minor issues, TonicDM's email management features seem to generally meet the needs of users, offering a streamlined and efficient solution for email storage and organization.

### Client and Team Communication
Users consistently praise TonicDM for its ability to streamline client and team communication processes. The platform's email filing automation and search functionalities have proven to be invaluable in ensuring that all team members stay informed and connected. While some minor issues have been reported, such as slow upload speeds during peak times and limitations in folder privacy settings for large firms, overall, users appreciate the ease of communication and collaboration that TonicDM facilitates within project teams. The platform's capacity to enhance communication efficiency and information retention among team members is widely acknowledged as a significant advantage.

### Project Collaboration
Users generally appreciate TonicDM's efficient project email organization features. The ability to organize emails by project and the ease of searching and filtering functionality are highlighted as strong points. However, some users express frustration with the inability to file multiple emails at once, which can be time-consuming for those handling numerous project-related emails. Despite this drawback, the overall consensus leans towards TonicDM being a valuable tool for keeping project emails archived and organized efficiently.

### File Sharing and Transfers
Users generally praise TonicDM's efficient file transfer capabilities, highlighting its ability to handle large file transfers with ease. While some users have noted minor issues such as occasional slow upload speeds during peak times, overall, the platform is commended for simplifying the process of sending and receiving large files. The feature that allows for sending emails with large attachments directly from the platform has been particularly beneficial for many users, eliminating the need for additional file-sharing applications. Additionally, the platform's file transfer features have been described as effective, albeit with some room for improvement in terms of speed and privacy settings for confidential projects.

### Search and Archiving
User feedback on TonicDM's search and archiving capabilities varies across different experiences. While some users praise the ease of archiving emails and the efficient search functionality, others express concerns about the search bar size and the ability to add contacts seamlessly. The ability to log RFIs and Submittals is highlighted as a positive aspect, making it easy to organize information and forward it to consultants. The feature of transferring large files without the need for external systems like FTP or Dropbox is also appreciated by users. Despite some minor issues, the overall consensus leans towards TonicDM being a valuable tool for email archiving and search functionality within project teams.

### User Interface and Experience
Users appreciate TonicDM's efforts to continuously improve its user interface, making it more user-friendly over time. While some minor issues have been encountered during updates, the prompt support from TonicDM has been instrumental in addressing these concerns promptly. The general consensus among users is that TonicDM offers a straightforward and intuitive user experience, with a manageable learning curve that facilitates widespread adoption within organizations.

### Customization and Features
While some users appreciate the ease of integration with Outlook and the automatic filing feature, others find certain aspects of TonicDM's customization and features to be lacking. Specifically, concerns were raised about the user-friendliness of adding people and the functionality of the calendar feature. Additionally, feedback highlighted that some features, such as responding to Submittals and reopening RFIs or Submittals, could be improved to enhance overall usability. Despite these mixed opinions, there is potential for TonicDM to further enhance its customization and features to better meet user needs and preferences.

Users have made several recommendations for TonicDM based on their experiences. Firstly, users suggest reaching out to Tonic with suggestions for improving the CA process. Secondly, users recommend assigning employees the responsibility of researching and implementing the software to maximize its potential. Lastly, users advise giving the platform some time to become familiar with existing emails, as well as utilizing it for email tracking and simple RFI and submittal monitoring for large projects. These suggestions highlight the efficiency and ease of use of TonicDM while also emphasizing the need for ongoing attention and engagement to fully benefit from its capabilities.

TonicDM is a project information management solution designed for architecture, engineering, construction, design, and project management firms. According to the vendor, this software streamlines and automates various processes, including email filing, file transfers, Construction Administration (CA) workflows, and project team tracking. It is suitable for businesses of all sizes in the aforementioned professions and industries.

## Key Features

**Automates email filing**: According to the vendor, TonicDM simplifies email organization by providing an easy-to-use system for filing emails. Users can learn to file emails in TonicDM in less than 5 minutes. When one user files an email, the vendor says that it is automatically filed for everyone else in the firm. Additionally, TonicDM automatically files all emails in a conversation thread when one email is filed. It seamlessly integrates with Microsoft O365 on PC, Mac, and web.

**Sends large files easily and from anywhere**: The vendor claims that TonicDM allows users to send large files effortlessly from any location. According to the vendor, there is no limit to the total file transfer size, and the system automatically tracks downloads for easy monitoring. The vendor also states that TonicDM generates automatic transmittals and enables file transfers to be sent and requested through the web and MS Teams.

**Streamlines and systemizes CA processes**: TonicDM, according to the vendor, streamlines and systemizes Construction Administration (CA) processes. The vendor claims that it provides efficient management of RFIs (Requests for Information) and Submittals, offering easy workflows to streamline the entire CA process. Users can log items with just one click from their emails, and TonicDM automatically creates a CA log. The vendor also highlights that TonicDM features a Procore API connection for seamless integration.

**Tracks and automates your project team list**: TonicDM simplifies project team management by automatically importing contacts from filed emails, according to the vendor. This eliminates the need for manual entry and ensures an up-to-date project team list.

**Integrates with the tools and systems you're already using**: The vendor states that TonicDM seamlessly integrates with popular tools and systems such as Deltek Vision and Ajera, Unanet, Procore, Microsoft 365, and Teams. This allows for smooth data sharing and collaboration across various platforms.

TonicDM has proven to be a valuable tool for email filing and record keeping, streamlining the process and making it smooth and efficient. Users have found the software incredibly easy to use, allowing them to easily organize files and eliminate the need to search for local folders. The global email search and integration with Outlook ensure that team communications are never missed, improving overall efficiency. TonicDM's file transfer feature has also been highly appreciated, making it easy to transfer large files and enhancing collaboration. Additionally, the software simplifies the process of filing project-specific emails on the network, accurately referencing projects' names and numbers. By archiving emails in a cloud-based software, TonicDM frees up server space, minimizing the use of company servers. The software's user-friendly interface and easy learning curve contribute to its adoption and consistent project email management. Overall, TonicDM encourages better email filing practices and improves the ability to find project-related emails quickly, addressing key challenges in managing information effectively.

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Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

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What is TonicDM?