DiliTrust Gmail Add-in – Attach Emails & Files to Matters

The DiliTrust Gmail Add-in makes it easy to save important emails and attachments directly into your Matters without leaving Gmail. This helps you keep all relevant information organized and accessible in one place ✅.

✨ Key Benefits

• ✅ Save time by sending emails and attachments straight to a Matter.
• ✅ Keep your Matter records complete and up to date.
• ✅ Avoid losing key legal or compliance emails in long inbox threads.
• ✅ Select whether to attach only the latest email or the full thread.
• ✅ Quickly search and select the right Matter by name or ID.

☝ Prerequisites

• You must have an active DiliTrust account with access to Matter Management.
• The Gmail Add-in must be installed for your Google Workspace (contact your admin if needed).
• Authentication is handled securely via OAuth2/OpenID Connect for safe access:contentReference[oaicite:2]{index=2}.

✍ How to Use the Gmail Add-in

1️⃣ Open an Email in Gmail

While reading an email in Gmail, open the right-hand sidebar and launch the DiliTrust Matter Management add-in.

2️⃣ Choose What to Attach

You can:

• Attach email files (.eml)
• Attach attachments from the email (PDF, Word, etc.)
• Select whether to include only the last email or the entire thread:contentReference[oaicite:3]{index=3}

3️⃣ Select the Target Matter

Use the search bar to quickly find the Matter by name or ID. You can also pick from your recently used Matters for convenience.

Example: Choose “Regulatory Provision - RPR-345” or “Compliance Directive - CDI-782”.

4️⃣ Confirm the Action

Click Confirm to finalize. The add-in will attach your selected email or files directly into the chosen Matter.

5️⃣ Success Message

You’ll see a confirmation message: “Your content was successfully added to your Matter!” ✅

⭐ Tips for Best Use

• Use the search bar for faster navigation when you have many Matters.
• Recent Matters appear at the top to save time with recurring work.
• Attachments keep their original filenames for easy tracking.
• Only authorized users can attach to Matters – this ensures compliance and security

⚖️ Limitations

• The Add-in is currently limited to attaching content to existing Matters (creating new Matters from Gmail is planned for a future update)
• UI design is managed by Google’s Gmail Add-on framework (cards), so customization is minimal
• Internet connection is required – offline mode is not supported.

❓ Need Help?

If you experience issues or have questions, please reach out to our support team via your DiliTrust portal.