Viewing & Adding Files in the Brightflag Outlook Add-in
Follow these steps to view or add files using the Brightflag Outlook Add-in:
Open an Email in Outlook
Launch Outlook and open any email.
Access the Brightflag Add-in
Click on ⋮ (More Actions) in the top-right corner of the email.
Select Brightflag from the dropdown.
The Brightflag Add-in will now appear in your sidebar.
📌 If you haven't logged in to Brightflag, you’ll be prompted to do so.
Searching for a Matter & Adding Files
In the Search Bar, enter the Brightflag Matter Name or Matter Reference.
Select the relevant matter from the dropdown.
Your matter access will mirror your permissions in the Brightflag platform.
A list of existing files for the matter will appear.
To add files from the email to the matter:
Use the checkboxes to select or remove files.
If a file is unsupported, a warning message will appear, and the file will be faded out.
Once added, files will be available in the Files & Emails tab on the Matter Overview page.
Accessing the Matter in Brightflag
To view the matter directly in Brightflag:
Click Go to Matter, and you’ll be redirected to the matter in the Brightflag platform.