BUNDLEDOCS

Happy Holidays from Bundledocs - Christmas 2019

It’s beginning to look a lot like Christmas… with the holidays almost upon us we would like to thank all our clients, partners and re-sellers for their continued support throughout 2019.

This year was certainly a busy one and our best one yet. Were were thrilled to welcome so many new clients to the Bundledocs family and are delighted to see you love Bundledocs as much as we do!

Through-out the year we have showcased at some of the best Legal Tech events around including the British Legal Technology Forum in London, LEXPO - the Legal Innovation Event in Amsterdam and the iManage ConnectLive European Roadshow. We were delighted to get the opportunity to speak at a number of events too including the iManage ConnectLive in May and most recently the Tikit National User Group Conference in London last month.

That’s not all. Through-out the year we continued on our quest to make Bundledocs the best document bundling tool around and launched a range of new features. Including custom indexing, metadata support, document manipulation - and a new integration with Quill Interactive case management software. Missed our monthly recaps? Go check them out.

We’ve even more exciting things planned for 2020 so come join us! To make sure you don’t miss out, follow us on Twitter, LinkedIn, Facebook, and YouTube.

Wishing you all a very Happy Christmas and New Year from Bundledocs. See you all in 2020!

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 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!