Creating Matters in Bulk Creating Matters in Bulk

Creating Matters in Bulk

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).

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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.

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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 📤

  1. Return to the Bulk Upload page in Brightflag.
  2. Select your completed file and click Open.
  3. 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:

  1. Compare your spreadsheet entry with the value as it appears in Brightflag.
  2. In a separate tab, navigate to:
    • Menu > Matter Management > Search/Add Matters > Add Matter > Single Matter.
  3. On the Matter Form, locate the field from the error message.
  4. Search for the correct value in Brightflag.
  5. Update the spreadsheet to match the exact value from Brightflag.
    • (Exception: Currency fields use the 3-letter ISO code only.)
  6. Save changes and re-upload the corrected file.