No Matters Appear When I Click the Matter Dropdown During PDF Upload

Use this guide if you are uploading a PDF invoice and the Matter dropdown opens but shows no options.

This happens at the first step of PDF invoice upload, when you are asked to select a Matter.


❓ What Does This Mean?

If the Matter dropdown opens but no Matters appear, it means there are no Matters available for you to select.

This is not a system error.


✔️ What to Do Next

Follow the steps in the guide below to understand why the Matter isn’t available and how to find it:

👉 I Can’t Find or Select a Matter in Brightflag

That article explains:

  • Being logged into the wrong client or office

  • The Matter not being shared with you

  • The Matter not being created yet

  • The Matter being closed

  • When your client or Firm Admin needs to take action


🚨 Important Notes

  • Brightflag Support cannot:

    • Add Matters to the dropdown

    • Share Matters with vendors

    • Create or reopen Matters

       

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