Connect Gmail, Outlook, or both. Assigning an email applies a real label or folder through the provider's own API, so it shows up the same way in every connected teammate's own inbox.
From the Gmail tool, connect your account once. From the Outlook tool right underneath it, connect that account too, if your firm uses it. This is what lets Diract read, label, and send email on your behalf, for whichever provider you actually use.
Tools > Gmail
Connect your Gmail account to view emails, assign them to projects, and sync project labels across your team.
We only request access to read, label, and send emails.
Before any account is connected
Under Admin, Email, choose the Gmail accounts labels sync from, so everyone else's Gmail stays in step without configuring anything themselves. The archive label name set here is shared by both providers; Gmail's source of truth nomination is Gmail only.
Admin > Email
Assigning an email labels it in your own Gmail or Outlook, then does the same for every other connected teammate, on whichever provider they use. Gmail gets a real nested label; Outlook gets a matching subfolder plus a coloured category tag, since Outlook has no single label concept of its own.
Assigning an email
Filing is pushed out the moment it happens, so the background pass is a backstop rather than the wait. It covers a teammate who joined after the label existed, a rename that needs to propagate, or a sync that failed the first time.
Sync log
000123 - Purchase - 123 Example Street
Synced to 4 other users
000123 - Purchase - 123 Example Street