Matter attachments are files uploaded directly to a Matter in Brightflag.
📥 How to Download an Attachment
1️⃣ Go to Menu > Matters > View Matters
2️⃣ Open the relevant Matter Reference
3️⃣ Select the Documents tab
4️⃣ In the Actions column, click the Download (⬇️) icon
🗑️ How to Delete an Attachment
⚠️ You can only delete attachments uploaded by your firm.
1️⃣ Go to Menu > Matters > View Matters
2️⃣ Open the relevant Matter Reference
3️⃣ Select the Documents tab
4️⃣ In the Actions column, click the Delete (🗑️) icon
5️⃣ Confirm the deletion
🚨 Deleted attachments cannot be recovered.
🔒 Visibility Rules (Reminder)
Vendors cannot see or delete attachments uploaded by clients
Clients can see all vendor-uploaded attachments
Comments
0 comments
Article is closed for comments.