Using the Brightflag-Outlook Add-in: for Brightflag Customers (Clients)

See this guide for steps on Installing the Brightflag Outlook Add-in


To view/add files in the Brightflag-Outlook Add-in:

  1. In Outlook, open any email.

  2. Click on in the top right corner of the email.

  3. Select Brightflag from the drop-down. The Brightflag add-in will now appear in your sidebar.
    • If you have not already logged in to Brightflag you will be prompted to log in.

  4. In the Search bar, enter the Brightflag Matter Name or Matter Reference and select the relevant matter from the dropdown.
  5. You will now see a list of files already attached to this matter along with the option to add the files from the email to the matter. Use the tick boxes to add or remove files.
    • If you try to upload any unsupported files, there will be a warning message and the file will also be faded out.
    • All of the files you have added will be available in the Files & Emails tab of the Matter Overview page.

  6. If you would like to access the matter in the Brightflag platform, click Go to Matter to be directed to this matter in Brightflag.


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