The Gmail Sidebar integration for Brightflag Workspace enables the user to bring their emails and files into the workroom, directly from Gmail. You can choose to add these files to the “Files” tab in the workroom or as a task to your enterprise’s intake workroom.
Follow this link to access the Gmail Sidebar download:
https://workspace.google.com/marketplace/app/brightflag_workspace/7320574623
Click the install button, and grant permission to proceed with the installation.
Click the Brightflag Workspace icon in the sidebar menu to open the app. In order to interact with the sidebar actions, you will need to have an email open.
Click SIGN IN WITH BRIGHTFLAG WORKSPACE to initiate the login process. In the popup, you will be able to login using SSO by choosing the “Sign in with your corporate ID” option.
Once you are signed in, you will have 2 options to choose from:
Create Legal Service Request
You can use this option to send your email and files into the workroom as a task. This allows for a simple workflow for getting legal work to your team.
Before you are able to access this feature, you will need to create an intake workroom. You can do so by finding this Brightflag Solution and using it to create your workroom.
After the workroom has been created, click the “Connect to Slack” button to finish the connection to your Slack workspace.
- The checkboxes at the top determine which files will be sent into the workroom, with the email itself being the top selection. These will be checked by default.
- Once you have filled in the details for your request, click the submit request button.
After the submission is successful, you will see the OPEN IN BRIGHTFLAG WORKSPACE button. Clicking this takes you to your enterprise’s intake workroom.
The intake workroom receives a task with the details of the form and its files and email attached.
Add to Files
You can use this option to get your email and files into a workroom’s file storage. This arrives in the “Files” tab in the selected workroom.
- The checkboxes at the top determine which files will be sent into the workroom, with the email itself being the top selection. These will be checked by default.
- Use the field to search for the desired workroom and select it.
- Once you have filled in the details for your request, click the SUBMIT button.
Upon successful upload, you can click the OPEN IN BRIGHTFLAG WORKSPACE button to go to the selected workroom.
You will arrive at the “To Be Filed” folder in the workroom’s “Files” tab. Here you can immediately preview your documents.
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