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Save attachments and emails using the G Suite add-in

From an open email in Gmail, use the add-in to upload either selected attachments or the email with all attachments.

The Legal Tracker add-in is installed and you're signed in.

You have permission to upload emails and attachments in Legal Tracker.

When an email is open in Gmail, the add-in provides 2 upload options:

Save attachments
: uploads selected attachments only.

Save email and attachments
: uploads the email and automatically includes all attachments.

Open an email in Gmail and open the Legal Tracker add-in from the side panel.

Select an upload option.

To upload attachments only, select Save attachments
.

To upload the email and all attachments, select Save email and attachments
.

If you selected Save attachments
, select the attachments you want to upload, then select Next
.

note

If multiple attachments are available, you can upload all of them or deselect the attachments you don’t want.

Complete the required upload details:

Name
(prepopulated by default; you can edit it)

Review Requested
(select Yes
if needed, otherwise leave blank)

Folder
(required; select from the dropdown)

Access Security
(required)

Matter
(required)

Select a matter. You can choose from Favorites
or Recent
, or use the search field and select the matter from the results.

Select Submit
. A notification verifies the upload was successful. Close the message to continue.

The uploaded email and/or attachments appear in Legal Tracker in the Documents area. Document viewing behavior remains the same.