# BriefTech Help Center

## Docs

- [Brief Tech Overview](https://help.brieftech.ai/get-started/readme.md): What BriefTech is, how it works, and where to start.
- [Your First Matter](https://help.brieftech.ai/get-started/your-first-matter.md): A guided, end-to-end first run — take a practice matter from sample files all the way to a downloaded court bundle.
- [Review an AI-Analysed Matter](https://help.brieftech.ai/get-started/review-an-ai-analysed-matter.md): A guided run through the Review stage — take a matter the AI has analysed and confirm, correct and refine its details until it's ready to index.
- [Prepare a List of Documents for Disclosure](https://help.brieftech.ai/get-started/prepare-disclosure-list.md): Turn a set of documents into a finished disclosure package — a ZIP with Word and Excel indexes and every file renamed by serial, date and description.
- [Prepare a Bundle with BriefTech](https://help.brieftech.ai/get-started/prepare-any-bundle.md): A guided, end-to-end walkthrough — take any set of documents from upload to a finished, paginated bundle ready for filing or sharing.
- [Prepare Your First Record of Appeal (Singapore)](https://help.brieftech.ai/get-started/prepare-record-of-appeal-singapore.md): A guided practice run: take a small pack from upload to a finished five-volume Record of Appeal for the Singapore courts, on a throwaway matter.
- [Upload Files](https://help.brieftech.ai/how-to-guides/upload.md): Get files into BriefTech and give them their first layer of organisation.
- [Upload documents](https://help.brieftech.ai/how-to-guides/upload/upload-documents.md): Add documents to a matter by drag-and-drop, the Upload button, or dropping whole folders.
- [Fixing upload issues](https://help.brieftech.ai/how-to-guides/upload/fix-upload-issues.md): Resolve errors shown in the upload monitor when files fail to upload to BriefTech.
- [Process Files](https://help.brieftech.ai/how-to-guides/process.md): Most files move through processing automatically. These guides cover the cases that need attention.
- [Reprocess a failed document](https://help.brieftech.ai/how-to-guides/process/reprocess-failed-document.md): Re-run a document through the processing pipeline after it failed.
- [Unlock a password-protected file](https://help.brieftech.ai/how-to-guides/process/unlock-password-protected-file.md): Decrypt a password-protected file so BriefTech can process it.
- [Extract files from a ZIP or email attachment](https://help.brieftech.ai/how-to-guides/process/extract-zip-attachments.md): Unpack the contents of a ZIP archive or email's attachments into separate documents in your matter.
- [Split a PDF](https://help.brieftech.ai/how-to-guides/process/split-pdf.md): Split one PDF into several separate documents with the PDF Splitter tool.
- [Edit a PDF](https://help.brieftech.ai/how-to-guides/process/edit-pdf.md): Open a PDF in BriefTech's built-in editor, then choose how to apply your changes.
- [Organise Documents](https://help.brieftech.ai/how-to-guides/organise.md): Shape your document set before review: sort documents into folders, label them, group them into collections, and remove duplicates.
- [Organise documents into folders](https://help.brieftech.ai/how-to-guides/organise/organise-documents-into-folders.md): Create folders, move documents between them, and filter the matter by folder.
- [Apply labels to documents](https://help.brieftech.ai/how-to-guides/organise/apply-labels-to-documents.md): Create labels and apply them to documents in bulk.
- [Group documents into a collection](https://help.brieftech.ai/how-to-guides/organise/group-documents-into-collection.md): Create a collection and add documents to segment your document set — at upload or afterwards.
- [Find and remove duplicate documents](https://help.brieftech.ai/how-to-guides/organise/find-remove-duplicates.md): Detect duplicate documents and remove the copies you don't need.
- [Review Documents](https://help.brieftech.ai/how-to-guides/review.md): The human-review pass: verify and correct what the AI produced before building the index.
- [Bulk-edit metadata across many documents](https://help.brieftech.ai/how-to-guides/review/bulk-edit-metadata.md): Change labels, collections, dates, descriptions and index categories on many documents at once.
- [Refine descriptions using your own edits as examples](https://help.brieftech.ai/how-to-guides/review/refine-descriptions-from-examples.md): Edit a few descriptions the way you want them, then have BriefTech rewrite the rest to match.
- [Translate document descriptions](https://help.brieftech.ai/how-to-guides/review/translate-document-descriptions.md): Translate document descriptions into Bahasa Malaysia, Chinese (Simplified), French, or English.
- [Customise the file-list columns](https://help.brieftech.ai/how-to-guides/review/customize-file-list-columns.md): Show, hide, and reorder the columns in the on-screen document list on the Files and Review tabs.
- [Index Documents](https://help.brieftech.ai/how-to-guides/index.md): Build the Document Index: the structured, ordered index that becomes the spine of your court bundle.
- [Reorder documents and add structure](https://help.brieftech.ai/how-to-guides/index/reorder-documents-add-structure.md): Reorder documents in the Document Index — move them between sections, drag multiple rows, and use the ⋮ menu for family, detach and volume actions.
- [Manage headings in the Document Index](https://help.brieftech.ai/how-to-guides/index/manage-index-headings.md): Add, rename, move, sort, indent, and delete headings in the Document Index, or generate them automatically from your folder structure.
- [Add or edit sub-index entries](https://help.brieftech.ai/how-to-guides/index/add-edit-sub-index-entries.md): Add, edit, or remove the sub-index entries that appear beneath a document in the Document Index.
- [Sort documents in the Document Index](https://help.brieftech.ai/how-to-guides/index/sort-documents-in-index.md): Sort documents within Document Index sections by date, file name, or description.
- [Split a bundle into volumes](https://help.brieftech.ai/how-to-guides/index/split-into-volumes.md): Control how a large matter is split into bundle volumes, including forcing a volume break.
- [Build Bundles](https://help.brieftech.ai/how-to-guides/bundle.md): Assemble paginated court bundle PDFs from your Document Index.
- [Generate a paginated court bundle](https://help.brieftech.ai/how-to-guides/bundle/generate-paginated-bundle.md): Produce a paginated court bundle with cover page, TOC, and bookmarks.
- [Prepare Records of Appeal for the Singapore & Malaysian Courts](https://help.brieftech.ai/how-to-guides/bundle/prepare-records-of-appeal-bundle.md): Take a matter from upload to a filing-ready Record of Appeal for the Singapore or Malaysian courts, split into volumes and paginated per volume.
- [Regenerate a court bundle after making changes](https://help.brieftech.ai/how-to-guides/bundle/regenerate-court-bundle.md): Replace a stale court bundle after reordering or editing the Document Index.
- [Export Files](https://help.brieftech.ai/how-to-guides/export.md): Deliver the Document Index and your source files in the formats you need.
- [Export the Document Index as a Word or Excel file](https://help.brieftech.ai/how-to-guides/export/export-index-word-pdf-excel.md): Export your Document Index as a Word or Excel file.
- [Export only a filtered subset of documents](https://help.brieftech.ai/how-to-guides/export/export-filtered-subset.md): Export only the documents in a chosen collection.
- [Download the original or individual files](https://help.brieftech.ai/how-to-guides/export/download-individual-files.md): Download original or searchable PDFs as separate files in a ZIP.
- [Manage Account](https://help.brieftech.ai/how-to-guides/manage.md): Cross-cutting account work: sharing matters, managing access, and handling credits.
- [Find, organise, and archive your matters](https://help.brieftech.ai/how-to-guides/manage/organise-your-matters.md): Find, pin, filter, and archive your matters from the Matters list.
- [Share a matter with a colleague](https://help.brieftech.ai/how-to-guides/manage/share-matter-with-colleague.md): Invite a colleague to a matter and assign them a role.
- [Change or remove a colleague's access](https://help.brieftech.ai/how-to-guides/manage/change-remove-colleague-access.md): Change a member's role or remove their access to a matter.
- [Transfer a matter to another user](https://help.brieftech.ai/how-to-guides/manage/transfer-matter-to-another-user.md): Transfer matter ownership to another user.
- [Top up the credit balance](https://help.brieftech.ai/how-to-guides/manage/top-up-credit-balance.md): Buy a credit pack to top up your balance via Stripe.
- [See what consumed credits](https://help.brieftech.ai/how-to-guides/manage/see-what-consumed-credits.md): Review your usage history to see which operations consumed credits.
- [Check your storage usage](https://help.brieftech.ai/how-to-guides/manage/check-storage-usage.md): See how much of your storage allowance you have used, from the Usage/Billing page.
- [Download an invoice](https://help.brieftech.ai/how-to-guides/manage/download-invoice.md): Get a receipt or invoice for a credit pack purchase.
- [Check whether credits are about to expire](https://help.brieftech.ai/how-to-guides/manage/check-credit-expiry.md): Check the validity period recorded against each of your credit purchases.
- [Supported file formats](https://help.brieftech.ai/reference/supported-file-formats.md): How BriefTech handles common file formats — conversion to PDF, OCR, and indexing.
- [File size and storage limits](https://help.brieftech.ai/reference/file-size-and-storage-limits.md): Maximum file sizes, storage allowance, and path length limits.
- [Upload monitor](https://help.brieftech.ai/reference/upload-monitor.md): Status indicators, filter tabs, and actions in the upload monitor panel.
- [Background Jobs](https://help.brieftech.ai/reference/background-jobs.md): Status indicators, columns, and row actions in the Background Jobs dialog.
- [Job Logs](https://help.brieftech.ai/reference/job-logs.md): The Job Logs dialog — progress, provisioning stages, log levels, and cancelling a job.
- [Document processing and errors](https://help.brieftech.ai/reference/document-processing-and-errors.md): Processing stages, OCR page limits, and the document error reasons.
- [Embedded file extraction](https://help.brieftech.ai/reference/embedded-file-extraction.md): Which file formats BriefTech can detect embedded content in, how detection works, and how extraction behaves.
- [AI agents](https://help.brieftech.ai/reference/ai-agents.md): The AI agents available in BriefTech and what each one produces.
- [Folders, labels, and collections](https://help.brieftech.ai/reference/folders-labels-and-collections.md): How folders, labels, and collections organise documents in a matter.
- [Document metadata fields](https://help.brieftech.ai/reference/document-metadata-fields.md): The document fields you can edit in the Review tab and their accepted values.
- [Column options](https://help.brieftech.ai/reference/column-options.md): The columns you can add to a Document Index and their alignment.
- [Serial numbers and date formats](https://help.brieftech.ai/reference/serial-numbers-and-date-formats.md): Serial numbering options, date format presets, and sort order for the Document Index.
- [Document Index presets](https://help.brieftech.ai/reference/index-presets.md): The built-in Document Index presets and what each configures.
- [Court bundle settings](https://help.brieftech.ai/reference/court-bundle-settings.md): The full set of court bundle generation settings and their defaults.
- [Template syntax](https://help.brieftech.ai/reference/template-syntax.md): Every syntax token for the cover page, tab page, page stamp, file name, bookmark title and volume header fields, with examples and jurisdiction notes.
- [Export formats and options](https://help.brieftech.ai/reference/export-formats-and-options.md): Output formats and the settings for exporting the Document Index.
- [Matter roles and permissions](https://help.brieftech.ai/reference/matter-roles-and-permissions.md): The matter roles you can assign and what each can do.
- [Matters list: states and indicators](https://help.brieftech.ai/reference/matters-list-states.md): The icons, badges, and metadata shown on each matter in the Matters list.
- [Profile settings](https://help.brieftech.ai/reference/profile-settings.md): The fields in your user profile.
- [Credit costs and pricing](https://help.brieftech.ai/reference/credit-costs-and-pricing.md): What charges credits, what is free, how the charge is calculated, and what credits cost to buy.
- [Credit ledger and transactions](https://help.brieftech.ai/reference/credit-ledger-and-transactions.md): What each row of your credit ledger means, the transaction types and statuses, and where to reconcile a charge.
- [Keyboard shortcuts](https://help.brieftech.ai/reference/keyboard-shortcuts.md): Keyboard shortcuts for moving through document lists and flipping preview pages in BriefTech.
- [Previewing documents](https://help.brieftech.ai/reference/previewing-documents.md): The document preview toolbar in BriefTech — moving through pages, zooming, rotating, panning, selecting an area, and downloading the original file.
- [The preview pane](https://help.brieftech.ai/reference/preview-pane.md): The preview pane — the document tabs beside Files, Review and Index; the PDF, Text and Summary views of a document; and the full-screen pop-up viewer.
- [How a matter moves through BriefTech](https://help.brieftech.ai/concepts/the-matter-pipeline.md): The staged pipeline and the two workstreams that run alongside it.
- [The document lifecycle: from upload to ready](https://help.brieftech.ai/concepts/the-document-lifecycle.md): What happens to a file between upload and the moment it can be used.
- [From Document Index to court bundle](https://help.brieftech.ai/concepts/index-and-court-bundle.md): How the index and the bundle share one source of truth.
- [How AI analysis works: agents and playbooks](https://help.brieftech.ai/concepts/how-ai-analysis-works.md): What agents and playbooks are, and what they extract.
- [Roles and permissions in a shared matter](https://help.brieftech.ai/concepts/roles-in-a-shared-matter.md): How access is shared and what each role can do.
- [How credits work](https://help.brieftech.ai/concepts/how-credits-work.md): What credits measure and how your balance is calculated.


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