Bulk-creating matters saves time when adding multiple matters at once.
How to Bulk Create Matters 📝
1️⃣ Navigate to Matter Management:
- Go to Menu > Matter Management > Search/Add Matters.
2️⃣ Access the Bulk Upload Feature:
- Click Add Matter.
- Select Bulk Upload (only visible if enabled in your system).
3️⃣ Select a Template (if applicable):
- If you have multiple templates, select the relevant one for your matters.
- Each Matter Template has a corresponding Bulk Upload Template.
4️⃣ Download the Spreadsheet Template:
- Click Download to save the template file.
5️⃣ Populate the Spreadsheet in Excel:
- Fill in all required fields using the correct format.
⚠️ Important Formatting Rules:
- Exact Matches Required: Data must match how it appears in Brightflag.
- Vendor Name = Custom Vendor Name
- Internal Matter Lead = User’s email address
- Currency = 3-letter currency code (e.g., USD, GBP, EUR)
- Entity, Department, Matter Category, and Country = Must match Brightflag exactly
- Lead Outside Counsel (LOC) = User’s email address (LOC must be a vendor user with matter access)
- Date Fields = Format as "Date" in Excel/Google Sheets (Auto-adjusts to local format: e.g., mm/dd/yyyy or dd/mm/yyyy)
- Duplicate Values in Customer Matter ID or Matter Ref fields will cause errors.
- ❌ Do NOT remove or rearrange fields/columns.
Uploading the Completed File 📤
- Return to the Bulk Upload page in Brightflag.
- Select your completed file and click Open.
- Click Upload Matters.
📌 Successful Upload:
- A confirmation pop-up will appear.
- Verify by searching for the matter under Search/Add Matters.
⚠️ If errors occur, follow the steps below to troubleshoot.
Fixing Errors in the Bulk Upload Template ⚠️
📌 For Duplicate Entry Errors:
- Check Customer Matter ID and Matter Ref in your spreadsheet.
- Use Excel’s "Highlight Duplicates" tool to find duplicates.
- Remove duplicate entries and re-upload.
📌 For Missing Fields/Columns Errors:
- Compare your file against the original template.
- Ensure no fields were removed or rearranged.
📌 For "Value Not Found" Errors:
- Compare your spreadsheet entry with the value as it appears in Brightflag.
- In a separate tab, navigate to:
- Menu > Matter Management > Search/Add Matters > Add Matter > Single Matter.
- On the Matter Form, locate the field from the error message.
- Search for the correct value in Brightflag.
- Update the spreadsheet to match the exact value from Brightflag.
- (Exception: Currency fields use the 3-letter ISO code only.)
- Save changes and re-upload the corrected file.
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