TCG - CREATE CLIENT WORKROOM
On the Brightflag Workspace Workroom Overiew page, select at the top right of the page. This opens the New Workroom creation window.
Step 1 - Select Template. Choose a relevant template (US Corp, US LLC, Non-US Corp)
Step 2 - Connect Records. Select Don't connect records option
Step 3 - Add Details. Assign client and provide workroom name.
- Add Client. Begin typing Client name or number to see list. Select the appropriate client.
- Enter workroom name. *Required Format* = "Client Name". Client Number, Matter Number, Other identifier, Description: These are optional fields that can be ignored.
- IMPORTANT REQUIREMENT - Check the box next to Make this a Records Workroom.
Once you have finished entering Workroom details, select at the top right corner of the page and you will be taken to the new client workroom.
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