Client Help Center Client Help Center

Brightflag Workspace

Templates
Templates: What are Brightflag Templates and how do I use them?
Templates: How do I create a new Workroom from a Template?
Templates: How do I make a Workroom available as a Template?

Legal & Compliance Templates
Corporate Records
Company Forms Library
Patent Prosecution (US)
California Privacy Law Compliance
Outside Counsel Engagement
Legal Hold (Template)
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Activity & Notifications
Activity Log (Workspace)
Activity: What activities generate email notifications from Brightflag Workspace?

User Access & Permissions
How can I customise Workspace user permissions/access on folders?
How to Provide Admin access to a user for multiple Workrooms?
How do permissions work in Brightflag Workspace?
How can I limit who can see or edit a Task or File?
How can I see who else can see a folder, file or task?
Why are some features and icons grayed out?
See all 8 articles

Getting Started with Brightflag Workspace
How do users access Brightflag Workspace?
Is multi-factor authentication required?
Can I use Brightflag Workspace on my phone?
How do I access Brightflag Workspace?
How do I create my Brightflag Workspace user account?
How to change my password?
See all 9 articles

Workroom Management
Linking a related (child) workroom to a records (parent) workroom retrospectively
Publishing updates from a records (parent) workroom to its related (child) workrooms
How do I add details to Client Workroom Info tab?
How do I create a related workroom?
How do I create a Client Data Room?
How do I create a Client Workroom?
See all 12 articles

File & Folder Management
Files (Folders and Documents): How do I sort a Workroom's folder alphabetically?
Files (Folders and Documents): How do I add files to Workroom Records?
Files (Folders and Documents): How do I delete a folder from Workroom Records?
Files (Folders and Documents): How do I move a copy of a file to a new location using the Basket?
Files (Folders and Documents): How can I recover a file that was deleted?
Files (Folders and Documents): How do I find and manage unfiled items in Workroom Records?
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Matter Workrooms
Matters and Workrooms FAQs
Who can access a matter’s workroom?
How do I access a workroom’s related matter?
How to Access a Matter's Workroom

Task Management
Tasks: How do I manage tasks with the Calendar View?
Tasks: Why don't I see any Tasks in a Workroom?
Tasks: How can I tell what is shared in Brightflag Workspace?
Tasks: How do I delete a Task?
Tasks: How do I assign an owner of a Task?
Tasks: How do I share Tasks with other Workroom members?
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Workspace Tools & Integrations
Editing Documents using Workspace Tools
Installing Workspace Tools on your Device
How do I configure the Outlook Sidebar for Workspace?
Workspace Gmail Sidebar
How do I download the Brightflag Workspace app for Windows?
Can my company use Brightflag Workspace with other law firms?