How to Edit a Matter

You can edit a matter’s details in Brightflag if you have the correct permissions.

Steps to Edit a Matter 📝

1️⃣ Go to Matter Management:

• Navigate to Menu > Matter Management > Search/Add Matter.
  

2️⃣ Find the Matter:

• Use the search bar to locate the matter you need to edit.
  

3️⃣ Access the Matter Details Tab:

• Click on the matter’s name to open the Matter Overview Page.
• Go to the Matter Details tab.
  

4️⃣ Edit the Values:

• Click on the field you want to update. (Editable fields are underlined in blue.)
• Enter or select the new value.

5️⃣ Save the Changes:

• Click the green checkmark (✔) to apply the new value.

Troubleshooting: Unable to Edit a Matter? 🚨

⚠️ If you cannot edit a field, it may be due to permissions.

• Some fields may be locked for editing depending on your company’s settings.
• Contact your Admin if you need editing access.