Indexing

Five Tricks To Help Power Up Your E-Bundling

E-bundling has fundamentally changed the way in which court bundles are created. In addition to saving time and allowing you to collaborate with colleagues from anywhere at any time, utilising the additional features that Bundledocs offer can elevate a user's experience. 

Our support team liaise with our customers daily and they have identified the features that our customers regularly enquire about when creating bundles. Read on to see how you can take your bundle creation to the next level.  


Sort documents chronologically 

When preparing large bundles for court there can be a lot of documents that will be worked on. If you are preparing your documents and you need to sort them by date you can do this easily with Bundledocs – in just a single click. To do so, show the documents dates on screen. Following this, you have the option to amend the document dates if needed. Clicking the ‘sort by date’ button will automatically display the dates of each document in your bundle by ascending order. If you are required to present them in descending order, simply click the button again and it will change the filter automatically.  

To see this in action you can visit our dedicated tutorial How to Sort Documents in Date Order.

Move your documents 

When creating bundles, there are numerous documents added throughout the process. Depending on how your bundle is to be presented you may need to move some documents around. We make this easy for you, with the click of a mouse, you can simply move around the order of your documents into your desired structure. Need to move more than one document? You also have the option to select each file and number them in in the order you would like them to appear.  

 

Create a custom index 

In order to meet court requirements creating a custom index within your bundle is vital. The good news is that with Bundledocs this can be done in a simple click. Your first step will be creating sections and adding documents before generating your bundle. Once you generate your bundle your document will be instantly indexed, sectioned, numbered, and hyperlinked. There are many ways that you can customise your index such as changing the title, including dates, removing the index entirely – or even by uploading your own index. With Bundledocs you have the freedom to create an e-bundle that will meet your specific requirements.

Contact our support team for free setup and access to our free templates. 

 

 

Remove section index page 

With Bundledocs you can automatically generate a complete index which is fully sectioned, numbered and hyperlinked for easy navigation. However, in some cases your bundle will not require an index. For instances like these you can remove your section index pages in three simple steps – simply generate the bundle, expand the ‘Section Pages’ section and select ‘Remove Section Index Pages’. Now your e-bundle is ready to go.  

To see this in action you can visit our dedicated tutorial How to Remove Section Index Pages

Share your files securely 

When it comes to sharing your final bundle with clients, colleagues, and the court with Bundledocs you can do so securely. Our ISO 27001 accreditation ensures that your confidential data always remains secure. When sending via email for an added level of security you can password protect your documents ensuring that only those who have the password can open the email.  

With emails the data limitations mean that your bundle may have to be split into sections. To eradicate this, you can share your bundle via our secure share function which allows you to share bundles with a third-party securely with full visibility on when the files is received and downloaded.  

 

If you want to find out about our additional features to make your bundling process even easier get in touch with our support team today.  

5 Hidden Gems of Bundledocs Electronic Document Bundling Software

In today’s post we are going to focus on some of the best features of Bundledocs electronic document bundling software. These features are our real hidden gems. So whether you’re a Bundledocs Pro already or simply looking to learn more then this post has something for everyone.

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Discover the Hidden Gems of Bundledocs Electronic Document Bundling Software

Here at Bundledocs it’s our mission to make document bundling and production as simple and seamless as possible. We have designed our software to be incredibly easy to use and over the years have continued to enhance it to have everything you need to create the perfect bundle, anywhere. If your using Bundledocs to help you create the perfect document bundle, then these are the features that are going to help make document bundling so much easier.

Easily Add Email Attachments

Recently our support team were asked if it’s possible to add emails and email attachments to their bundle? Yes it is. Bundledocs allows you to easily upload your emails to Bundledocs and every email is even automatically converted to PDF on upload.

Then if you would like to add email attachments to your bundle, this is possible too. Simply switch on the setting ‘Use Email Attachments Where Possible?’ option in your account settings. All email attachments are then included in your bundle on upload. Simple!

Check out our ‘How Do I Upload Emails with Attachments to Bundledocs?' post or take a look at our ‘Include Email Attachments’ video to see how it’s done.


More Ways to Move Documents

We all know we can move documents in Bundledocs using a simple drag and drop. However did you know there are many more options available.

For example you can move a single document, a range of documents, or select multiple documents at once and move in an order of your choosing. Then when it comes to moving the files you can do this through drag/drop or move everything with a single click. Check out our ‘Moving Bundledocs Documents Made Easy’ video to see it in action!

Sort Documents Chronologically

When it comes time to prepare your bundle for court or trial, one of the most time consuming activities comes when you need to sort documents or correspondence in chronological order. In this case, there is no need to drag and drop documents to place them in the correct sequence. It is possible to sort chronologically with a single click.

If you have yet to discover this awesome feature, then check out our ’Easily sort court documents in chronological order.’ post or take a look at our ‘How to sort documents in date order’ video to see it in action.

Top Tip! Simply enable dates to appear on screen for the sorting options to appear. Grab a copy of our complete user manual for full details.

Work with Custom Indexing

When it comes to producing your index page, the format can vary depending on your house style, court requirements or the type of bundle you need to produce. Using our powerful custom index functionality, you control the look and feel of your index page. So whether you work in the commercial department, family law department, or work in dispute resolution etc. you can create a custom index to suit you.

If you’re interested in getting setup with Bundledocs custom indexing, get in touch with our support team today. We will help you setup your custom index and provide free online training to help you create your own.


Securely Share Bundles

Bundledocs in-built ‘forward bundle to third party‘ features allows you securely share bundles of any size with any third party. Here’s how it works:

Better still, why not use with other features and securely share your bundle as a zip files - with the documents in their original format or as converted PDF; use our include/exclude features and easily exclude any sections that are not relevant to the recipient; or even remove all documents and only share the completed index page with others (this video ‘Share Bundle Index‘ will show you how it’s done).

That completes our round of our top 5 hidden gems of Bundledocs electronic document bundling software. Of course, there’s more where that came from so if you are new to Bundledocs or simply want a refresher on features you may have missed, get in touch with our awesome team. We love to hear from you!

How to Index Legal Documents - A Lawyers Paperless Office

Dreaming of making your office paperless? Then we have just the solution for you. Anyone striving to create a paperless office - or at least a less paper office - needs the right solutions. That's where Bundledocs comes in. 

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So what is Bundledocs you ask? In short, it is a solution that helps you prepare your court bundles, briefs, binders, booklets - really any type of collated bundle. It's completely electronic so is the perfect fit for any legal professional looking to reduce the amount paper wasted when preparing documents. 

How does it work? It's designed to be incredibly simple to use. Just take your document from anywhere - your folder, case or document management system. Bundledocs then automatically organises your documents into a neat, indexed, paginated, sectioned bundle in minutes. Even better, if any changes are needed there is no need to waste time or paper. Just make the change and re-generate. Easy!

 

How can I index legal documents with Bundledocs?

If you are looking for a way to quickly and easily create an index then you've come to the right place. Let take a look at how Bundledocs can help...

Trouble viewing? Check out our ‘How to index legal documents’ video on our YouTube channel

IT'S AUTOMATIC

Yes, that's right. Bundledocs is completely automatic. This means that with one single click, it will automatically create a complete index for you. All you need to do is upload your documents, arrange in the order you want them to appear (just drag and drop) and Bundledocs does the rest - all at the click of a button.

That's not all. It also automatically paginates and numbers your entire bundle, creates bookmarks and even hyperlinks your finished index page so you can easily move around your finished bundle. Click and your there!

Don't believe us? Why not give it a go and create a FREE 30 day trial account (with no obligation) or get in touch and we can arrange a FREE online demonstration for you.

 

EASILY SHARE YOUR INDEX WITH OUTSIDE COUNSEL

From speaking with our clients, one feature they love is the ability to just securely share the index page with outside counsel. This is great as there is no need to print off the bundle each time you need them to review and sent it over. Now you can just send the index page. Rather than going into details about how it all works, we have created a video so you can see for yourself... 

 
 

EFFICIENTLY WORK TOGETHER (AND REDUCE PAPER WASTE)

For anyone looking to adopt a paperless office, our wide range of collaboration options are ideal for you. No need to go printing off reams of paper unnecessarily. With Bundledocs you can work collaboratively in groups, add collaborators for anyone working outside your practice, securely share your bundle with anyone - all direct from Bundledocs. 

 

Interested to learn more about Bundledocs and how it can help you move towards a paperless office? Get in touch to arrange your free online demonstration and free trial

 

Bundledocs Late Inserts Explained - Feature Focus

We've all been there. You have finalized and completed your bundle, only to find new documents arrive in at the last minute. Don't stress. Bundledocs has just the solution for you.   

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To begin with, if you have yet to send out or distribute your bundles to others, it couldn't be easier. Simply upload your new documents, arrange in order and generate. Your updated bundle is immediately available in seconds. 

The issue for many legal professionals out there is when the bundle has been sent out to the other parties relevant to the case - such as other side counsel, Barristers, Judges etc. From that point on, they need to ensure that the original page numbering is not affected (as some parties may have already begun their preparation, noting page numbers etc.). 

With Bundledocs unique and powerful Late Inserts feature, these troubles are in the past. 

So what is our Late Inserts feature and how does it work?

Bundledocs Late Inserts offers you the flexibility to add missing or late arrival documents into your bundle with ease. Once a document is marked as a Late Insert it will automatically apply alternative numbering to the document and this is then automatically reflected in the updated index page. It doesn't alter or affect your existing page numbering and ensures that all parties are reading from the same page, at all times. 

 
 

It's incredibly simple and easy to use. So how exactly does it work?

1. Upload. Upload any late arrival or missing documents

2. Mark a document as a Late Insert. Simply select the 'Edit Details' option, select the option 'Is this a late insert document?' and update.

3. Generate. Once you have positioned your document where you want it to appear, you are ready to generate. Bundledocs will then handle the hard work for you. It will apply an alternative number scheme on your document and this will be reflected on your index page. 

 

Want to see it in action, we have created a short video to guide you through the process - take a sneak peak now. Video: Bundledocs Late Inserts

Interested to learn more? Don't waste time. Get in touch with our team to arrange your free online demonstration and free 30 day trial today. 

Can I remove the Index Page from my Bundle? - Training Tip

Following on from our recent post where we highlighted how to remove the cover/title page from your bundle, today's #trainingtip post will focus on how you can quickly remove the index page from your bundle. 

If you are new to Bundledocs then you may not be aware that Bundledocs automatically generates a complete index - that is fully sectioned, numbered and hyperlinked for easy navigation. Even better, Bundledocs offers a range of customizations so you can adjust your index to suit your requirements. 

In some cases however you may not require the inclusion of a complete index for your bundle. So, to remove the index page from your bundle simply do the following: 

  1. Select Generate

  2. Expand the 'Index Pages' section and select 'Remove Global Index Pages'. 

  3. Apply additional customizations (if needed) and generate your bundle.

Give it a go for yourself. If you are new to Bundledocs then make sure to create your free 30 day trial account now. Already using Bundledocs? Then login now and try customizing your bundle today.