Adding Files from Email Without Connecting Gmail

Edited

Connecting Gmail is not the only way to move documents from your email into Trustworthy. If you would rather not connect an account, or you use Outlook, Yahoo, iCloud, or another provider, you have four ways to add email attachments one at a time, so nothing arrives that you did not choose to send:

  • Forward it to your Trustworthy email address.

  • Grab it with the browser extension, on your computer.

  • Download it, then drag it in.

  • Share it from your mail app, on your phone.

Whichever you use, the file lands in your Trustworthy Inbox, where you review the suggested details and filing location before accepting it into your account.

Forward Attachments to Your Trustworthy Email Address

Every Trustworthy account has its own private email address. Forward any email with a PDF attachment to that address and the PDF appears in your Inbox, usually within a few minutes.

To find your address:

  1. Click Add in the left panel and choose Direct email. You can also open Settings and click the Email to Trustworthy tab.

  2. Click Copy email to copy the address, or Download to save it as a contact card.

  3. Add it to your contacts as "Trustworthy" so forwarding takes a couple of taps from any device.

This works well when related paperwork arrives by email over several days. Buying a car is a good example: the purchase agreement, the warranty, and the financing documents each arrive as their own attachment, and forwarding each one as it comes in puts them all in the same place.

Only PDF attachments are added. If what you want to keep is written in the body of the email rather than attached to it, use the browser extension instead.

For the full details, see Forwarding PDFs to a Trustworthy Account with Email-to-Trustworthy.

Use the Browser Extension

The Trustworthy browser extension is free to install and runs in Chrome on a Mac, Windows, or Linux computer.

It gives you two ways to capture what is in your email:

  • Attachments in Gmail. While you are reading an email in Gmail in your browser, open the extension and it shows you the attachments on that message. You choose which ones you want, and nothing is added to Trustworthy until you approve it.

  • A screenshot of anything else. The extension captures whatever is on your screen, on any web page or webmail. That covers what an attachment-only method misses: a digital receipt printed in the body of an email, a report card, a set of test results, an order confirmation page.

For the full details, see Using the Trustworthy Browser Extension.

Download the File, Then Add It

Save the attachment to your computer, then add it in either of these ways:

  • Drag the file onto the Trustworthy window.

  • Click Add in the left panel and choose From computer.

This is the option that accepts every file type Trustworthy supports rather than PDFs alone, so it is the one to reach for when an attachment is a photo, a spreadsheet, or a Word document.

See Uploading Files from Your Computer and Supported File Types and Size Limits.

On a Phone, Share Straight from Your Mail App

With the Trustworthy app installed:

  1. Open the attachment in your mail app.

  2. Tap the Share icon.

  3. Choose Trustworthy, then select Save to Inbox.

The file reaches your Inbox without a trip through a computer.

See Send Files to Trustworthy from Other Apps.

Narrowing Gmail Instead of Turning It Off

If the Gmail connection is useful but brings in more than you want, you can narrow it rather than stop using it:

  • Block one sender. Block a single email address, or a whole domain.

  • Change the time range. Choose how far back Trustworthy looks for documents.

  • Limit it to an allowed list. Import from named senders only.

For the full details, see Gmail Connector: Automatically Importing Files into Your Inbox.