How To View Emails & Files on a Matter (Client Article)

 

  1. Find the relevant matter.

  2. Click on the Matter Ref to access the Matter Overview Page.

  3. Navigate to the Emails & Files tab of that matter. Here, you will see all documents and emails that have been uploaded to the matter.

    Screen_Shot_2021-09-23_at_3.46.17_PM.png
  4. Click on your desired file. Emails are stored on the left. If your email was uploaded through the Brightflag-Outlook add-in, it can be viewed within Brightflag without downloading them.
    Screen_Shot_2021-09-23_at_3.47.43_PM.png
  5. Click on the download icon to download a file to your device.
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