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 DiliTrust Gmail Add-in ("DiliTrust in your Inbox") must be installed from the Google Workspace Marketplace. You can install it yourself for your own account, or your Google Workspace administrator can deploy it for your whole organization.
• Authentication is handled securely via OAuth2 / OpenID Connect.

✅ Installing the Add-in from the Google Workspace Marketplace

The add-in is publicly listed on the Google Workspace Marketplace under the name "DiliTrust in your Inbox" (published by DiliTrust, free of charge, for Gmail). There is no manifest file to import and no private Google Cloud project to set up.

To install it for your own account (the fastest option, ideal for a demo tenant):

1. Open the DiliTrust in your Inbox listing on the Google Workspace Marketplace.
2. Click Install, then Continue.
3. Pick the Google account you want to use, then allow the requested permissions.
4. Reload Gmail and open any email. The DiliTrust icon appears in the right-hand side panel.
5. Sign in to DiliTrust in the panel (authentication uses OAuth2 / OpenID Connect).

Marketplace link: DiliTrust in your Inbox – Google Workspace Marketplace

✍ How to Use the Gmail Add-in

1. Open an email in Gmail

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

2. Choose what to attach

• Attach email files (.eml).
• Attach attachments from the email (PDF, Word, etc.).
• Select whether to include only the last email or the entire thread.

3. 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. For example: "Regulatory Provision - RPR-345" or "Compliance Directive - CDI-782".

4. Confirm the action

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

5. Success message

You will 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, which 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).
• The UI is managed by Google's Gmail Add-on framework (cards), so visual customization is minimal.
• An 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.