Matter Management Outlook Add-in

Important matter-related information often stays stuck in inboxes. The Matter Management Outlook Add-in solves this by allowing you to seamlessly link emails and attachments directly to your matters — without leaving Outlook ⚡.

This ensures that all relevant communications are centralized, searchable, and always available in the right matter.

☝ What Is the Outlook Add-in?

The Outlook Add-in connects your email workflow with DiliTrust Matter Management. It allows you to attach emails and documents to matters in just a few clicks, keeping your legal files complete and up to date.

• ✅ No more manual uploads
• ✅ No lost information in personal inboxes
• ✅ Full traceability of matter-related communications

⚡ Installation Guide

There are two ways to install the DiliTrust Matter Management Add-in, depending on how your organization manages Microsoft 365.

Option 1 — Centralized Deployment by IT (Recommended)

This is the preferred method for organizations. Your IT administrator deploys the add-in for all users (or a specific group) via the Microsoft 365 Admin Center — no action required from individual users once deployed.

For IT admins:

1. Download the manifest file: MM_Outlook_manifest.production.xml attached on this page.
2. Go to the Microsoft 365 Admin Center.
3. Navigate to Settings > Integrated apps.
4. Click Upload custom apps.
5. Select Upload manifest file (.xml) and upload the DiliTrust manifest file.
6. Choose the deployment scope: all users, specific groups, or specific users.
7. Click Deploy — the add-in will appear in Outlook for targeted users within 24 hours.

Permissions: The add-in only requests ReadItem access — it reads the email you select, nothing more. No write access to your mailbox is granted.

Option 2 — Individual Installation

If your organization's policy allows it, users can install the add-in themselves directly from Outlook.

From Outlook on the web (OWA):

1. Open Outlook on the web and sign in.
2. Go directly to the in-client add-in store: https://outlook.office.com/mail/inclientstore.
3. Click My add-ins in the left panel, then scroll down to Custom add-ins.
4. Click + Add a custom add-in > Add from file.
5. Upload the MM_Outlook_manifest.production.xml file provided by your DiliTrust account team.
6. Confirm the installation — the DiliTrust button will appear in your Outlook toolbar when reading emails.

From Outlook desktop (Windows / Mac):

1. Open Outlook and go to the Home tab.
2. Click Get Add-ins (or Store depending on your version).
3. In the Add-ins window, click My add-ins > Custom add-ins > + Add a custom add-in > Add from file.
4. Upload the MM_Outlook_manifest.production.xml file and confirm.

⚠️ Individual installation may be restricted by your organization's IT policy. If the option is greyed out, contact your IT admin for a centralized deployment (Option 1).

Prerequisites

• Microsoft 365 plan: Any plan including Outlook (Business Basic or above)
• Outlook versions supported: Outlook desktop (Windows & Mac), Outlook on the web
• Minimum Mailbox API version: 1.3
• Shared / delegated mailboxes: ✅ Supported
• Mobile (iOS / Android): ❌ Not supported
• DiliTrust module required: Matter Management must be activated on your DiliTrust instance
• User permissions: Must have access to at least one matter in DiliTrust

✍ Link Emails to an Existing Matter

The add-in appears in your toolbar when reading an email — it is not available in compose mode.

Attach an email directly to an existing matter in just a few clicks. The email content and metadata are securely stored in the matter.

You can choose to:

• Link only the latest email, or
• Link the entire email thread for full conversation context

Attach Documents

Any file received by email (PDF, Word, Excel, etc.) can be securely linked to the matter as an attachment.

Tip: The add-in can be pinned to stay open while you navigate between emails — ideal for batch filing sessions.

✅ How to Use the Add-in

1. Open an email in Outlook.
2. Click the DiliTrust button in your email toolbar.
3. Select the matter you want to link the email to.
4. Choose whether to attach the latest email only, or the full email thread.
5. Confirm to link the email and attachments.

✅ The email and documents are now securely available in the selected matter.

⭐ Tips & Best Practices

• ⭐ Link emails as soon as they are received to avoid missing key information.
• ✍ Use full thread linking for negotiations or ongoing discussions.
• ⚖️ Attach documents directly from emails to maintain a complete audit trail.
• ☝ Pin the add-in panel to keep it open while browsing multiple emails.

❓ Limitations & Things to Know

• The add-in is available in read mode only — it does not appear when composing or replying to emails.
• You can only link emails to existing matters — creating a new matter from the add-in is not supported.
• Access to matters depends on your permissions in Matter Management.
• The add-in is not supported on Outlook for iOS or Android.
• Individual installation may be restricted by your IT policy — contact your admin if the option is unavailable.

✨ Conclusion

The Matter Management Outlook Add-in bridges the gap between your inbox and your legal workspace. By linking emails and attachments directly to matters, you ensure better visibility, stronger compliance, and a smoother daily workflow ⚡.