BUNDLEDOCS

How To Organize Documents for Court

Bundledocs court bundle software makes the process of organizing documents for court and preparing court bundles incredibly easy. Whether you’re a legal professional or litigant in person, we have everything you need to easily organize and manage legal files in an instant.

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The Simple Way to Organize Documents for Court

Let’s take a look at some of the ways Bundledocs can help you easily organize documents, manage legal files for court and produce high quality court bundles in an instant.

One Court Bundle. One Location

With Bundledocs there is no back and forth. Simply create one bundle for your court documents and store everything you need in one place. That way you can see all documents at a glance and ensure that only the key documents are included in your bundle.

Better still, as Bundledocs is a cloud first solution we have in-built secure sharing and collaborative feature. What this means for you, is you don’t have to send documents to others. Simply create a single court bundle and grant access to anyone that needs it.


Sort Court Documents into Folders/ Sections

The easiest way to organize documents is by creating folders and sections. With Bundledocs you can create as many sections, sub-section or even volumes as needed. For example, create a ‘Pleadings’, ‘Correspondence’, ‘Records’ etc. section and add any documents you need to it. Check out our ‘Working with sections and sub-sections’ video to see how it’s done.

Easy Way to Organize Documents for Court

When it comes to organising documents, you may find that you have documents of different file formats. You could have emails (.msg), scanned letters (.png), documents from your document management system (.pdf and .docx) to name just a few. But how can you easily organise all these different documents and produce a single court bundle?

That’s simple. With Bundledocs you can upload any file type and there is no limit to the number of documents you can upload either. We will automatically convert all documents to PDF and when you’re ready to file documents or collate them into a single binder, you can do so with a single click. PDF court bundles are instantly produced by default or you can even create a .zip file if you would prefer to share documents in their original file format.

Check out our ‘Easily Organize Documents For Court’ to see how it works.


Arrange Court Documents in Chronological Order

When it comes to preparing court documents and organising documents for court, one of the questions that comes up time after time is - how can you easily sort court documents in chronological order? Like everything with Bundledocs, we’ve made this incredibly easy and it’s all done with a single click! Check out our ‘How to sort documents in date order’ video.

Even More Ways to Order and Organize Documents

When it comes to organising documents, we’ve developed a range of ways for you to easily sort documents, including: drag and drop to move a single document or multiple documents at once; use SHIFT on your keyboard to move a range of document; or even use our unique ‘move with a click’ feature to instantly move multiple documents at once. Our ‘Moving Documents with Bundledocs’ video will show you how it works.


Organize Documents for Court using Bundledocs

Take a look at our ‘Easily Organize Documents for Court’ video to see how how simple it is to organize documents for court using Bundledocs court bundle software.

Interested to learn more about Bundledocs and how it can help you organize documents and prepare document bundles for court? Get in touch. We provide free online demonstrations and a free 30-day trial so you can give it a try for yourself.

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 Do I Upload Emails with Attachments to Bundledocs?

Did you know you can upload emails with attachments to Bundledocs? In this post we will take you through the steps you need to enable attachments and we’ve even created a short video so you can see it in action. Let’s see how it’s done…

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Recently our support team had a number of inquiries from new users asking if it’s possible to upload emails with attachments and have the attachments show in the bundle. Following this we thought we would create a short post and show you how it’s done.

 
I am creating a bundle for court that contains lot of email correspondence. Many of the emails have attachments. Can Bundledocs show both the email and attachment? Or will I need to upload the attachments manually?
— Bundledocs Support Query
 

How do I Include Email Attachments in my Bundledocs Bundle?

The ability to include email attachments is not switched on by default. However, using these quick steps you can update your account settings to allow email attachments on upload.

 
 
  1. Access your account settings.

  2. Select ‘Use Email Attachments Where Possible?’ so it is switched to ‘Yes’.

  3. Select ‘Update’ to save settings.

That’s it! If you have any questions about Bundledocs, make sure to contact our support team, grab a copy of our complete user manual or check out our YouTube Channel to see Bundledocs in action!

How Do I Create a Subsection with Bundledocs?

Bundledocs offers so many ways for you to order, format and customise your documents. No matter what type of bundle or document booklet you are creating, many of you will need to organise your documents into sections. But did you know you can easily create subsections and multiple sectioned bundles with Bundledocs. If you want to know how to create a subsection, then keep on reading.

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How To Create a Subsection for your Bundle

Creating sections and sub-sections is really easy. We find it’s often easier to see it in action so we’ve created a short video so you can see how to create subsections in Bundledocs.

  1. Rename Section. To rename any section all you need to do is double click. This works for documents too!

  2. Create Sections. Simply use the ‘Create Section‘ button to add additional sections to your bundle. Anytime you need to create a subsection, you must first create a section, so this is where you start.

  3. Arrange Documents. If you have already uploaded documents into another section, not to worry. You can easily arrange files by dragging or dropping. We’ve even introduced our ‘Move with a Click‘ feature to make it even easier to move multiple documents at once.

  4. Create Subsection. To create a subsection, simply drag and drop the section you want to into the section above. In our example, the section above (i.e. Reports) is already open/expanded so we simply need to drag the section to the right to create our sub-section.

Remember, you can create as many sections, subsections and volumes as you need. So create your bundle early in the case and build as you go. No need to wait until the last minute.

Working with Sections: Top Tips

If you’re new to Bundledocs or simply are interested in learning more about sections and subsections, we’ve gathered together some of our top tips. You’ll be a pro in no time!

  • Save. When working with sections, subsections and volumes, we would always recommend saving as you go. Simply press the ‘Save‘ button. This will automatically re-number everything when your moving sections and documents.

  • Expand/Collapse. Did you know you can easily expand/collapse sections using the arrow to the left of your sections. Expand to view documents or any subsections. There’s even a expand/collapse button at the top of your screen so you can instantly open/close all sections at once. Find out more: Easily Expand/Collapse All Bundledocs Sections

  • Upload into a Section/SubSection. In our video we showed you how to move documents from one section to another. However, you can easily choose what section you want to upload documents on upload. Find out more: Can I upload files into a specific folder / section?

  • Use Templates. Templates are great for anyone creating the same types of bundles again and again. Using templates you can create the structure of your bundle (set sections and subsections) and save customisation settings too. Saving you time and effort. Find out more here: How to Prepare a Court Bundle Template with Bundledocs


If you’re interested in learning more about creating a bundle using Bundledocs, then get in touch. We can show you how easy it is to create bundles that adhere to court requirements, practice directions or even just your house style.

Easiest PDF Bundling Software for Legal Professionals

Now we don’t want to brag but Bundledocs really is the most user friendly and easy to use PDF bundling software on the market today. We’ve designed Bundledocs specifically for legal professionals, so if you’re a Lawyer, Barrister, or Legal Secretary, this is the tool for you.

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Bundledocs PDF Bundling Software

On the hunt for a PDF bundling tool, then it’s time to discover how Bundledocs document bundling software can help you. Take a look at Bundledocs in action…

Easily Create PDF's

Instantly Convert Any File to PDF

With Bundledocs you don’t have to worry about converting your documents and files to PDF. It is all done automatically for you when uploading. That’s right, simply upload your files into Bundledocs and everything is instantly converted into a PDF document.

Manage your PDF’s in One Place

For legal professionals needing to create bundles/binders for court, we want to make this process as easy as possible for you. Using Bundledocs you can store and manage all case documents in one place. By building it up as you go, last minute changes are made simple.

Combine PDF into a Bundle/Binder

We know a thing or two about easy document bundling - after all it’s in our name! So if you need to create a PDF bundle then we’ve got you covered. Simply hit that magical ‘Generate’ button and Bundledocs will instantly create a single PDF bundle, add a cover page, create a table of contents that is automatically hyperlinked, paginate the whole thing - and if that’s not enough, even add bookmarks too!

Working with PDFs

PDF Editing

Bundledocs has a range of ways you can manipulate your PDFs. We include everything from rotating pages, removing pages, re-ordering pages.

Annotate

Bundledocs includes a suite of annotation tools to make it easy to mark-up PDF docs on the go! Need to highlight important text? Add labels? Include cross reference links? or add comments? We have it all for you. Plus as we’re a 100% cloud tool, you can annotate your PDF’s regardless of where you are - or what device you’re working on.

Redact Information

In addition to our suite of annotation tools, Bundledocs also includes redaction so you can easily redact confidential or sensitive information. Awesome right?

Sharing PDFs Made Simple

Securely Share PDF’s

From speaking with our clients, one of our tools they love most is our Secure Share. This allows them to quickly and easily share their PDF files and bundles with others. Bundledocs knows that legal professionals work with complex bundles that can be very big in size. Not to worry, using our unique feature you can send bundles of any size, so you are no longer tied to the limits of your email.

Collaboration

Did we mention we’re cloud based! This means you don’t have to send bundles back and forth. Now you can create one PDF bundle and grant access to anyone that needs it.

Group Work

Does your law firm need to work together on bundles? Then you need Bundledocs Groups. This amazing feature allows you to easily work together with team members. It doesn’t matter where they are or what office they are based in. With Bundledocs Groups you are all working from the same page!

Interested to learn more? Then get in touch to arrange a free online demonstration or why not give it a go for yourself and create a PDF bundle free trial.