Skip to main content

Upload Documents & Attachments to a Matter

Matter attachments are files uploaded directly to a Matter in Brightflag.
These are separate from invoices and invoice attachments.

📎 How to Upload Attachments to a Matter

1️⃣ Go to Menu > Matters > View Matters
2️⃣ Click the relevant Matter Reference
3️⃣ Select the Documents tab
4️⃣ Upload your file by:

  • Dragging and dropping the file, or

  • Clicking Browse to select a file from your computer

Once uploaded, the file will appear in the document list for that Matter.

🔒 Attachment Visibility Rules (Important)

  • ✔ Clients can see attachments uploaded by vendors

  • ❌ Vendors cannot see attachments uploaded by clients

  • Attachments are stored only on the Matter they were uploaded to

🚨 Important Notes

  • If you don’t see an attachment you expect, it may have been uploaded by the client

Related Articles
Did this answer your question?