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