Adding Files and Emails to a Matter

Keep all relevant documents and communications organized by adding files and emails to a Matter in Brightflag.

📁 Adding Files to a Matter

🖥️ From the Brightflag Platform

1. Go to the Matter Overview Page.

2. Click the Emails & Files tab.

3. Drag & drop files or click Browse to select files from your computer.

✅ Supported file formats include:
PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT, JPEG, JPG, PNG, TIF, TIFF, XML, MSG, EML.

📌 Tip: The maximum individual file size allowed is 20 MB.

📧 From the Brightflag Outlook Plug‑In (Available with AMM Only)

⚠️ Note: The Outlook Plug‑In is now only available to customers using Advanced Matter Management (AMM).

How to Upload from Outlook:

1. Open Outlook and select the relevant email.

2. Click More Actions (⋮) → Brightflag Add-in.

3. Search for the Matter Name or Reference.

4. Select the relevant Matter from the dropdown.

5. Use checkboxes to select email attachments or the email itself.

6. Click Upload to send the files directly to Brightflag.

⚠️ Troubleshooting Upload Issues

If you're having trouble uploading files, review the points below to resolve common issues:

✅ Supported File Types

Only the following file types are supported:
.doc, .docx, .pdf, .xls, .xlsx, .jpeg, .jpg, .png, .txt, .xml, .msg, .ppt, .pptx, .eml, .tif, .tiff

✅ File Size Limits

• Maximum individual file size: 20 MB

✅ File Name Restrictions

For security reasons, some characters are not allowed in filenames.
Permitted characters include:

• Letters A-Z and a-z

• Numbers 0-9

• Spaces ' '

• Hyphens -

• Underscores _

• Periods . (dots)

• Parentheses ()

• Ampersands &

• Percentage symbols %

⚠️ Filenames with unsupported characters will trigger an error.

✅ File Name Length

• Maximum filename length: 191 characters (based on the database attachment field limit)