Client Help Center Client Help Center

Workroom Management

Linking a related (child) workroom to a records (parent) workroom retrospectively
If you have created a related (child) workroom prior to the records (par...
Publishing updates from a records (parent) workroom to its related (child) workrooms
Use publishing to ensure these stay in sync if you want the same files a...
How do I add details to Client Workroom Info tab?
The Info tab in Brightflag Workspace lets you easily add essential detai...
How do I create a related workroom?
TCG - CREATE CLIENT SUBSIDIARY WORKROOM Brightflag Workspace allows you ...
How do I create a Client Data Room?
TCG - CREATE CLIENT FINANCING / DUE DILIGENCE DATA ROOM  Brightflag Work...
How do I create a Client Workroom?
TCG - CREATE CLIENT WORKROOM  On the Brightflag Workspace Workroom Overi...
Settings: How do I change an Active Workroom to a Records Workroom?
To change an unrelated Active Workroom to a  Records Workroom.  Workroo...
Settings: How do I add a Logo to a Workroom?
Brightflag workspace gives you the ability to customize your workroom Lo...
Settings: How can I download all Records from the Workroom?
You can easily export all Records from a Workroom for use outside of Bri...
Settings: How do I Rename a Workroom?
A Workroom’s name can be changed anytime by a Workroom Administrator.  T...
Settings: How do I Archive a Workroom?
If you are a Workroom Administrator, you can archive your Workroom after...
Info: How can I add reference information to a Workroom?
The Workroom Info tab has been redesigned to provide consistency across ...