TCG - How do I create a Client Subsidiary Workroom?

TCG - CREATE CLIENT SUBSIDIARY WORKROOM


Brightflag Workspace allows you to create separate Subsidiary workrooms underneath the Main Client workroom. To create a Subsidiary, Select navigate to your main Client Workroom from the Brightflag Workspace Home screen or Search.

Within the Client Workroom, click the Add Related Workroom button at the top right of the page. 

Step 1 - Select Template.  Choose relevant template (US Corp, US LLC, Non-US Corp)

Step 2 - Connect Records.  Select Next or Add Details (Records workroom selected by default). 

Step 3 - Add Details.  Enter workroom name. *Required Format* = "Subsidiary Name". Client Number, Matter Number, Other identifier, Description:  These are optional fields that can be ignored.

Step 4 - Select Records Do not select any folders unless you want to copy something from the main Records workroom. 

Click at the top right corner of the page and you'll be taken to the new subsidiary workroom.

 

Next Step:Click How do I add Files to a Workroom?

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