Setting Up Mail

Estimated Time to Complete: 3 minutes

Daylite Mail Assistant is the feature in Daylite that links with your email specifically through Apple's Mail application. This mail extension makes it easier than ever to save incoming and outgoing emails to Daylite, while simultaneously linking relevant and critical information.

Complete history of communication in one place is undeniably important because you always have the information you need at your fingertips! Linking Daylite to your email turns your inbox into a powerful tool that allows you to effortlessly link your communications to customers and companies, across tasks, projects, deals, and more!

Link Apple mail to Daylite and never miss an important detail again! Here's how!

Using Microsoft Outlook?

Daylite Mail Assistant is also compatible with Microsoft Outlook.

If you're using Microsoft Outlook as your email client, proceed to this article for installation instructions.

Installing Daylite Mail Assistant is an easy process that requires only a few steps.

Although the Daylite Mail Assistant window comes installed with Daylite, it will need to be turned on and given permission to access Apple Mail.

Integrating with Apple Mail & Turning on Daylite Mail Assistant

1. Open Apple Mail and click on Settings > Extensions in the Mail menu.

2. Check the box in the Extensions List to turn on Daylite Mail Assistant. You will also need to agree to the prompt asking you to confirm installation.

1. The Daylite Mail Assistant window will appear with instructions for enabling the required permissions for Accessibility and Automation. You will be required to turn these permissions on.

Accessibility Settings:

Automation Settings:

1. Now you can open Mail, and the Daylite Mail Assistant window will show information for the selected email message.

Congratulations! That's all there is to integrating with Apple Mail! Next, let's look at using the Daylite Mail Assistant and adding an email to Daylite.