PDF Binder

Electronic Bundles & Document Production Made Easy for Lawyers

Are you looking to improve efficiency within your law firm?

If your firm is spending too much time and money on extracting, creating and sharing manual bundles, we can help. Our secure cloud-based solution ensures that your firm can work efficiently and help to support your overall growth by lowering costs, reducing time spent on creating and editing manual bundles, and enable secure document sharing with anyone, anywhere.

We handle everything from document bundling, document manipulation, redaction and annotations, collaboration, secure file sharing (great for large bundles) and in-built OCR for complete text searchability.

Plus, with even integrate with all leading case and document management solutions to make document production and electronic bundle creation even easier!

Interested to learn more? Watch our new video to understand who we are and how our solution can save you time and money, all while allowing you to collaborate with others from anywhere in the world.

Create Electronic PDF Binders with Tabs

In today’s post we will cover everything you need to know about creating the perfect electronic PDF binder - from what it is, to how to create a PDF binder with tabs using tools like Bundledocs and even how you work with electronic binders once produced.

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What is a PDF Binder?

Before we jump into how to create electronic PDF binders, let’s first define what an electronic binder or PDF binder is?

Previously binders would have been produced manually with the paper documents stored in a three ring binder. In contrast, there are now tools available that allow you to create and distribute the binders electronically. In short, a electronic binder is collection of relevant documents that have been merged into a PDF that is fully text searchable, indexed and bookmarked.

Now we’ve a better idea of what an electronic PDF binder is, let’s jump right in and show you how to create an electronic PDF binder with tabs using Bundledocs.

How to Create an Electronic PDF binder with Tabs?

Interested to learn how to create tabs in a PDF binder? Keep on reading, these are the steps you need to know. If you have any questions, make sure to get in touch with our team.

  • Step One: Create a new bundle with the click of a button

  • Step Two: Next add sections. You can create as many sections, sub-section or volumes as needed.

  • Step Three: Once you have created your sections, it’s time to add your documents. You can upload files from any location - including Interactive. Easily search matters, filter folder results and upload single documents or a range of documents at once.

  • Step Four: Once you have uploaded your documents from Interactive, you can finalise any customisations and generate your bundle. There are a range of options available including: adding a custom title page, custom index page, restarting page numbering or applying bates numbering, adding watermarks etc.

  • Step Five: This is the best bit. Bundledocs automatically collates all your documents (regardless of file type) into a single PDF case bundle. It creates a full table of contents/index page that is hyperlinked, your bundle is bookmarked and each page fully paginated. Need to make a change? Simply re-generate and everything is re-indexing and re-numbered again for you - instantly!

How to Redact a PDF Document Binder?

When it comes to creating an electronic PDF binder, we often are asked if it is possible to redact a PDF document binder using Bundledocs? Yes it is!

We have included a suit of annotation tools into Bundledocs - including redaction - so there is no need to purchase additional software. When it comes to redacting confidential information, this can be done in a just a few steps. Here’s how it works…

Need to redact confidential information from your electronic PDF binder?

  1. Add Redactions. Easily apply redactions to any content in your binder. Even search by keyword/ phrase to redact more content at once.

  2. Customise Redactions & Annotations. Bundledocs unique approach to annotations and redactions makes it easy to customise each version of your bundle.

  3. Preview and Download your PDF Binder. Generate your binder to collate all documents into a single PDF binder. All redactions are instantly applied.

Interested to learn more about Bundledocs? Get in touch to arrange your FREE online demonstration and free 30-day trial.

How to Create a Closing Binder in PDF?

Looking for a way to easily create a closing binder in PDF format? We’ve outlined how this can be done in only 5 steps. So whether you need to create an electronic closing binder for legal transactions, residential real estate closing, mergers and acquisitions etc. - this is what you need to know.

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What is an Electronic Closing Binder?

Before we jump into how to create electronic PDF closing binders, let’s first define what an electronic closing binder is?

In the past, closing binders were manually assembled by scanning, printing, and collating paper documents into a three-ring binder. These physical binders were then mailed to clients and relevant third parties. With advancements in technology, closing binders are now typically produced and delivered in digital formats, commonly referred to as electronic closing binders.

An electronic closing binder efficiently organizes and summarizes all documents associated with a transaction, including a closing statement and copies of every relevant document. These binders are fully text-searchable, indexed, and bookmarked, and once finalized, they can be quickly distributed to all involved parties.

Electronic closing binders are widely used in legal transactions, commercial and residential real estate closings, and mergers and acquisitions (M&A). Depending on the context, they may also be known by various other terms, such as closing books, record books, transaction  bibles, closing bibles, or deal bibles.

How can I create a closing binder in PDF?

If you need to create closing binders then you’ve come to the right place. Bundledocs is the ultimate electronic closing binder software and has everything you need in one place to create your binder quickly and easily. Here’s how it works…

  1. Setting Up Your Closing Binder in Bundledocs. The first step to create your closing binder is to create the structure of your binder by creating sections and sub-sections. Create with a click and name as you wish.

  2. Add Documents to your Binder. Once you’ve created the structure of your binder, you can then add documents. With Bundledocs you can access documents no matter where they’re stored. So whether they’re on your pc or need to be accessed via our seamless integration partner connectors - it’s all possible with Bundledocs.

  3. Customizing Your Closing Binder. When you are ready to complete your closing binder, there are a number of ways you can customise it. For example, you can add a custom cover page; customise how you index page/ table of contents page appears; add page numbering etc.

  4. Generating Your PDF Binder. When you are ready to complete your binder, simply click the ‘Generate‘ button. This will automatically merge all your uploaded files (regardless of file type) into a single PDF document. In an instant you will have a perfect pdf binder that is sectioned, indexed, bookmarked, hyperlinked and formatted for you.

  5. Print or Share Your Binder Securely. Now that your binder is complete it is ready to print or electronically share with others. Bundledocs offers an in-built secure share feature to make sending your completed electronic closing PDF binder easy. Perfect if binders are too big to send via email!

Interested to learn more about Bundledocs? Get in touch to arrange your FREE online demonstration and free 30-day trial.

Create PDF Binders and Bundles from iManage - Bundledocs Integrations

If you use iManage DMS and are on the hunt for a great solution to help with the preparation of PDF binders and document bundles, then you've come to the right place. To celebrate one year since the launch of the iManage-Bundledocs integration, we have gathered together some of our frequently asked questions. We have listed them below so go check them out... 

Bundledocs seamless integration with iManage DMS makes document preparation simple.

Bundledocs seamless integration with iManage DMS makes document preparation simple.

Can Bundledocs help with the creation of PDF Binders and Court Bundles?

Yes, this is what we do. Bundledocs is cloud based technology for the easy creation of electronic PDF binders, court bundles and deal bibles. In short, it just works! Take documents directly from your iManage DMS - or anywhere. Bundledocs then magically organises them into neat, numbered, sectioned booklets in minutes. Immediately ready to save, share or print. You can make changes in seconds. Better still, there is no upfront costs and no minimum terms.  

 

Can Bundledocs handle the creation of large bundles?

Yes, absolutely. You no longer need to worry about the creation of large volume bundles. Bundledocs unique cloud/server based document bundling software will seamlessly add and subtract computational resources in line with demand. What does this mean? For our users it means it won't interfere with your work. There will be no more slow pc's, no stalling, no crashing and no issues. Sound good? Give it a try for yourself. 

 

My firm IS currently on iManage Work 9.3 and looking to upgrade to iManage Work 10. Can I (and will I be able to) create bundles directly from my workspace?

Yes, you can easily create bundles directly from your Workspace. It only takes a couple of clicks. Bundledocs will automatically pull in folders, sub-folders and all documents you have contained within your Workspace and replicate this in Bundledocs. 

 

I have created a PDF Binder and want to download it back to iManage Work. Can this be done?

With our seamless integration you can quickly save any completed binders back into your iManage DMS. No need to leave iManage. Simply right click on your folder and profile your binder to save. It really is that simple!

 

What versions of iManage is compatible with/supported by Bundledocs?

Bundledocs seamlessly links with iManage FileSite and DeskSite 8.5+. Our integration allows you effortlessly access and upload your iManage documents with ease so you can quickly create professional PDF binders and bundles in minutes.

 

Is Bundledocs available in the cloud? Does Bundledocs work with iManage Cloud?

Yes. Bundledocs is a unique cloud first solution. We offer full Work 10 server integration so you have anytime access to your iManage documents. With no downtime you remain productive regardless of where you are. If you would like to learn more about Bundledocs integration with iManage Cloud then get in touch with our team today!

 

Can I collaborate with others?

Yes. With Bundledocs you can securely share your bundle directly from Bundledocs. Alternatively, invite colleagues, counsel or any third party to collaboratively work with you. This allows you to work more with less paper!

 

We use iManage as our DMS solution. I've heard you integrate with iManage. Can I get more information on this?

Yes, we will be delighted to provide you with more information. We are hosting a webinar on Feb 28th 2018 at 11am. During the session we will cover how to collaboratively prepare bundles directly from iManage FileSite and DeskSite. If your free, make sure to register for our Prepare Bundles from iManage webinar to learn more. 

Can't make the webinar? We can arrange free online demonstrations at a time that is convenient for you and your team. There is absolutely no obligation, so if you are interested to see how it all works, then get in touch!

Create a PDF Binder in Minutes with Bundledocs

Discover Bundledocs PDF Binder...

What is Bundledocs? With Bundledocs PDF Binder you simply take a load of documents from your folder, case or document management system. Bundledocs organises them into a neat, numbered, sectioned pdf binder in minutes. Your binder is immediately ready to save, share or print. No upfront costs, no training needed, no minimum terms - you can just get going!

With Bundledocs you can effortlessly combine multiple files into a single PDF binder. Combine files of any type including PDF's, word documents, images, excel, emails etc. Choose what files you want to merge, arrange and organise them in the order you want and Bundledocs will create a PDF binder for you. 

That's not all, Bundledocs offers much more powerful solutions that just merging files. It can automatically create an index/table of contents for your bundle, will number your entire PDF binder and even include bookmarking in your completed PDF. Plus if you need to make any changes this is simple!

What else can Bundledocs do? When it comes to preparing your PDF binder, you can merge or split any uploaded document, and even save, download or print your final PDF binder. 

 
“Get a load of paper – a brief, report, deal bible, bunch of documents or a pile of stuff from your document management system. Stick them all together. Turn the pile into a neat, numbered, sectioned booklet in minutes, no matter how big or small. Change them in seconds. Share them instantly.”
— Frank Lanigan, Bundledocs Chairman
 

Did you know that Bundledocs offers powerful collaboration features at no extra cost? Prepare your PDF binder from your phone, tablet, laptop, desktop - whatever your device - Access Bundledocs from any location, any device, at any time.

What is a PDF Binder?

So, what is a PDF binder? Previously binders would have been produced manually with the paper documents stored in a three ring binder. In contrast, there are now tools available that allow you to create and distribute the binders electronically. In short, a electronic binder is collection of relevant documents that have been merged into a PDF that is fully text searchable, indexed and bookmarked.

Now we’ve a better idea of what an electronic PDF binder is, let’s jump right in and show you how to create an electronic PDF binder with tabs using Bundledocs.

Create a PDF Binder in Minutes

  1. Create a PDF binder.

  2. [Optional] Add sections. You can create as many sections or sub-sections as needed and it’s a great way to organise your binder documents.

  3. Next you will need to add documents into your binder. Don’t worry what format they’re in, Bundledocs automatically converts all your documents to PDF when uploading. If you would like to arrange your documents, this can be done by simply dragging and dropping - or check out our ‘Moving Bundledocs Documents Made Easy’ video to see even more ways to easily sort documents.

  4. Here comes the best bit. When you’re ready to produce your complete PDF Binder, simply click the generate button. You can customise the look of your binder from here (if you need any advise on what options to choose, get in touch with our team). Press Generate to complete.

  5. That’s it. Bundledocs will automatically merge all your files into one, creating a single PDF binder. It’s complete with a full table of contents/ index page, hyperlinked, bookmarked and paginated. Your binder is instantly available to download in PDF or securely share direct from Bundledocs.

Interested to create a PDF binder for yourself? Don't waste any time, start your Free 30-Day Trial today or get in touch with our team to arrange your free online demonstration.

Get Started with Bundledocs Today...