Training Tip: I am using the free trial and want to create another case

Question: I have recently created a free trial account with Bundledocs and have successfully created my first case. I now want to create another case, how do I do this?

Answer: If you are currently availing of our free trial and would like to create additional cases, you will need to upgrade your account. To upgrade:

1. Login to your bundledocs account

2. Select your email in the top right corner. This will reveal a list of options.

3. Select ‘My Account’

4. Under 'Account History', choose the number of cases you want to upgrade yout account by.

5. Select the upgrade button and fill in the details required.

Need more help? We offer free training and support to all Bundledocs users. Contact us today if you have any questions. Our team is happy to help!

How long does the Bundledocs free trial last?

The Bundledocs free trial lasts 30 days. Our trial provides each user with a free case so you can try Bundledocs for yourself and see how it can help make bundling documents and creating briefs simple. 

If at any time you would like to upgrade your account or create additional cases, this can be done within your Bundledocs account or via our pricing page. 

Want to quickly see how Bundledocs works? We provide Free Online Demos so contact us today!

Bundledocs Step by Step Help Guide

Have you logged into your Bundledocs account recently? A lot has been happening.

At Bundledocs, we are continually evolving our product to benefit our users. In addition to some recently added features, we have also developed a Step-by-Step Page Guide to help users easily create their legal bundles.

So, how do I use the Step-by-Step Guide?

Our guide is easy to use. Firstly, users should login to their Bundledocs account at https://app.bundledocs.com/ and enter their unique username and password.

To reveal the Step-by-Step guide, click on the ‘Page Guide’ icon. All information relating to the steps will be displayed in the grey bar, at the bottom of the screen.

Users can easily navigate through the steps by either clicking on the numbers or using the navigational arrows within the grey bar.

If at any point you do not require the guide, simply click on the ‘Page Guide’ icon or click ‘Close’ on the grey box, at the bottom of the page.

Our new Step-by-Step guide has been designed to help our users easily create the perfect bundle. However, if you require any additional help, please do not hesitate to contact us via our email or by calling +353 (0)21 482 6320.

Want to chat to our team now? Why not try our new Live Chat feature.

Bundledocs Live Chat

We have just launched our new ‘Live Chat’ feature. Now, visitors to our website www.bundledocs.com or users that login to https://app.bundledocs.com/ can connect directly with a member of the Bundledocs team. Get your questions answered today!

How do I use the Bundledocs ‘Live Chat’?

 Click on the "Talk to us" tab - This can be found in the bottom left corner of your screen, as shown above.

Once users select the 'Talk  to us' tab, a window will then appear.  To begin chatting to a member of the Bundledocs team, simply start writing into the field provided.

Chatting with Bundledocs has never been easier!

Learn more about the other types of support Bundledocs offers

Learn More about Bundledocs Brief Building Software

Need help creating the perfect document brief?

Using the latest technology, Bundledocs brief building software has been specifically designed to help legal professionals and legal teams quickly and effectively create the perfect document brief.

Our innovative software makes the process of building briefs simple as it automates the most time consuming tasks. Bundledocs automatically creates an index for the entire brief, numbers each page and produces a fully bookmarked PDF document brief.

Don’t believe us? Take our Top 10 Features tour now.

We have recently updated our website and have created a list of our Top 10 Bundledocs Features. These can be accessed through the features page or by simply clicking on the links listed below. 

Bundledocs Brief Building Software Top 10 Features include:

1.   Automatically Generates your Index

2.   Automatically Numbers your Documents

3.   Upload any Type of Document

4.   No pages or section limits

5.   Making changes is simple

6.   Upload Unlimited documents and download unlimited bundles

7.   Invite 3rd parties to view a bundle

8.   Work & Collaborate in Groups

9.   Index is automatically Bookmarked

10. Available Anywhere 24/7

If you have any questions about Bundledocs brief building software or would like to avail of our free online demo, please do not hesitate to contact us via our email or by calling +353 (0)21 482 6320.