Using the Brightflag Outlook Add-in

Viewing & Adding Files in the Brightflag Outlook Add-in

Follow these steps to view or add files using the Brightflag Outlook Add-in:

1. Open an Email in Outlook

   • Launch Outlook and open any email.

2. 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

1. In the Search Bar, enter the Brightflag Matter Name or Matter Reference.
2. Select the relevant matter from the dropdown.
   • Your matter access will mirror your permissions in the Brightflag platform.
3. A list of existing files for the matter will appear.
4. 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.
5. 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.