Create a New Bundle with the Bundledocs Upload Helper
For those that missed the announcement, Bundledocs, a Tikit P4W partner, recently developed an even more seamless integration between Partner for Windows and Bundledocs. This enhanced integration - the Bundledocs Upload Helper - is simple, intuitive and helps make the process of creating bundles effortless.
In yesterday's post, we looked at how Partner for Windows (P4W) users can choose and upload files from Partner. The next step will be to upload these documents into the relevant case and begin to build our bundle. What's great about the new Bundledocs Upload Helper is you can either choose a previously created case or even create a new case.
Simply select 'Create Bundle' to create a new bundle - directly within the Bundledocs Upload Helper.
Already have a case created? Simply select the relevant case from the case list.
If you are interested in the Bundledocs Upload Helper then get in touch with our team today! We will be happy to provide you with our complete user guide or a free online demonstration. Get in touch today!