DEVELOPMENT

Bundledocs New Feature Release - October 2019

It’s that time again. Ready to discover Bundledocs new feature releases for October?

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LATEST DEVELOPMENT RELEASES

If you thought Bundledocs couldn’t get much better then think again. Each month we release awesome new features and enhancements to make your life easier - at least when it comes to document preparation and bundling. Check out what we’ve added this month…


Imanage Integration Gets better & Better

As many of you know Bundledocs is fully integrated with iManage to allow you quickly and easily prepare document bundles, binders and booklets. You can already upload single documents, a range of documents, folders or even complete workspaces.

So what’s new? As an iManage Integration Partner, we have further developed our integration with iManage to allow you sync workspaces from iManage to Bundledocs. Simply right click to reveal the sync function.

If you are not already setup with our integration with iManage then get in touch with our team. Or if you would like to be upgraded to the latest version of our integration then let us know.

Updates to global ordering

We’ve updated our global ordering feature so it’s now possible to apply global ordering to all levels of a bundle. Now you can use ‘Global Numbering’, which applies global ordering to the bundle for the first level of documents only, or our new ‘Use Global Ordering across All Levels', which applies global ordering to all document levels in the bundle.

Download a copy of our complete user manual for full details or get in touch to see it in action.

More updates for bundledocs CUSTOM INDEX

Since launching our Custom Indexing feature, we are continuing to add more and more ways for you to customise your index page. This month is no different and there are even more customisation options available for you.

If you’ve yet to check out our Custom Indexing then get in touch and we will help get you setup and show you how it all works. We’ve even developed an integration with MS Office Word to make it even easier, so give it a go!

Download a Word Version of your Index

In our latest release we have added the ability for you to download a word version of your index from the last generated bundle. This can be accessed within the Custom Index section where you can easily access a copy of the previously generated index in word format.

Download a copy of our complete user manual for full details.


LATEST VIDEO RELEASES

Every month over on our YouTube channel we post quick videos that showcase some of Bundledocs awesome features. So whether you are new to Bundledocs or simply want to increase your knowledge on how certain features work, there really is something for everyone. Here’s what’s new this month…

Get in touch with our team today is there is Bundledocs feature you want to see in action. Who knows you might be seeing it on our YouTube channel very soon!

UPCOMING EVENTS

If you missed our announcement, Bundledocs are thrilled to be speaking at the upcoming Tikit Partner for Windows National User Group Conference 2019. The user group is taking place at the BT Centre, London next month on November 21st and 22nd 2019 and if you’re a Tikit P4W user it’s a must.

For more information on the event, registration and agenda head over to Tikit and check out the Tikit P4W National User Group 2019 website.

Bundledocs New Feature Release - September 2019

Ready to discover our new feature releases from September? Here’s what’s new…

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LATEST DEVELOPMENT RELEASES

Each month we’re thrilled to bring you even more amazing features to help reduce document preparation stress and save you loads of time. Our amazing Development Team have introduced some awesome new features, we know you’re going to love. Here’s what’s new…

Save Generate Options

We’ve added a new feature to our ‘Generate’ options so it’s now possible to save the generate bundle options selected - without having to generate the bundle. This is a handy feature for any Bundledocs user and especially for anyone working with large bundles. To save generate options simply select ‘Save' from the Generate button.

PREVIEW A DOCUMENT USING SPLIT VIEW

On high resolution monitors (HD wide screen displays), you can choose to display the document preview window along side your Bundledocs work area. Using this ‘Split View’, you can view your sections and order of documents in your bundle, on the left; and the document preview window will appear on the right. This is great as you can quickly open and review documents all from the one screen.  

FORWARD BUNDLE TO THIRD PARTY

It is now possible to prevent Bundledocs from delivering the Forward Bundle to Third Party password email, if you want. Simply select/de-select the new ‘Send’ button.

Check out our manual for full details - and screenshots!


New Collaborator Type - Analyst

We’ve added a new collaborator type. Now you can add a user as a Viewer, Collaborator, Downloader or Analyst. The new Analyst collaborator type has the ability to add annotation to the documents of your bundle.

Tab Leaders Now Supported for custom index

Since launching our Custom Indexing feature, we are continuing to add more and more ways that you can customise your index page. This month we added support for paragraph tab leaders. If you’re not already using Bundledocs Custom Indexing then get in touch.

Metadata for your Custom Index

In our August Development Roundup we announced that Bundledocs now supports metadata. This is great for your system admin, developer or super user as it allows you to store a dictionary of key/value pairs against bundles, sections and documents which is useful for templates and integrations. This month, we’ve added to this. Now it’s possible to reference Metadata fields at the bundle level in a custom index. Simply reference any Metadata field using the familiar “@” notation and the metadata field value will be pulled into the custom index when generating the bundle.

All features highlighted above are available in your account now so be sure to login to Bundledocs and download a copy of our manual for full details.

 

INTEGRATION NEWS

BUNDLEDOCS INTEGRATES WITH QUILL INTERACTIVE

Bundledocs are thrilled to announce our partnership with Quill interactive case and document management software. Our integration will allow Quill-Bundledocs clients quickly and easily prepare document booklets and bundles from anywhere.

If you’re a Quill Interactive user and interested in getting setup with the integration connector, then get in touch with our team today!

LATEST VIDEO RELEASES

Each month we release some quick videos that showcase just some of Bundledocs awesome features. Whether you’re discovering Bundledocs for the first time or you’re a seasoned pro, we have something for everyone. Discover some of our latest YouTube releases here:

If there is anything you want to see in action, let us know. Who knows you might be seeing it on our YouTube channel very soon!

UPCOMING EVENTS

This month we were delighted to announce our sponsorship of the 2019 Tikit Partner for Windows (P4W) National User Group Conference 2019. Taking place at the BT Centre, London on November 21st and 22nd 2019, this year’s event promises to be the best one yet.

If you’re a Tikit P4W user then this is the event to attend. For more information on the event, registration and agenda check out the Tikit P4W National User Group 2019 website.

Bundledocs New Feature Release - August 2019

Ready to discover our new feature releases from August? Here’s what you need to know…

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LATEST DEVELOPMENT RELEASES

Each month we’re thrilled to bring you even more amazing features to help reduce document preparation stress and save you loads of time too. All features highlighted below are available in your account now so be sure to login to Bundledocs and download a copy of our manual for full details.


FORWARD BUNDLE TO THIRD PARTY

It’s now possible to receive a summary notification when using the ‘Forward Bundle to Third Party‘ option. With this, Bundledocs will send a summary notification so you can easily see if the recipient received the forwarded bundle.

Sounds great. How does it work? All you have to do is select the ‘Receive Summary Notification‘ option when sending the bundle (using our ‘Forward Bundle to Third Party’).


METADATA NOW SUPPORTED

Recently we introduced support for metadata which is great news for your developer / System Administrator / Super user. It is used to store a dictionary of key/value pairs against bundles, sections and documents which is useful for templates and integrations.

So if you’re a Developer, System Administrator or Super User get in touch for more information.


TYPING DOCUMENT DATES

If you currently include document dates in your bundle, then listen up. We’ve added an enhancement to the on-screen ‘Date Picker’. It is now possible to select the relevant date or type a date into the date field.

Quick Recap: How to Include Document Dates on your Index Page video

If you’re interested to learn more about working with document dates, get in touch with our support team or access your bundledocs account to download our complete user manual.


CUSTOM INDEX SUPPORTS PAGE BREAKS

Page Breaks are now supported for the main section (i.e. @Main) of your custom index. With this latest feature release you can apply page breaks to the main definition of a custom index.

INTEGRATION NEWS

Bundledocs Integrates with Microsoft Office Word

If you missed our Bundledocs New Feature Release - February 2019 edition, you may not be aware that Bundledocs supports Custom Indexing. This awesome feature allows you to fully customise the look and feel of your index page. You have the complete control and can design it to suit court requirements, your house style - whatever it is.

Whilst developing Custom Indexing, we thought it would be even more helpful to develop an integration with Microsoft Office Word. After-all, that’s where the majority of you will be creating and modifying your custom index. How does it work?

  • Bundledocs Tab. Once you have downloaded the integration, a Bundledocs tab will immediately appear on your MS Word ribbon.

  • Check Out. Simply select ‘Check Out‘ to download a Custom Index from an existing bundle.

  • Check In. Simply select ‘Check In‘ to upload a custom index into an existing bundle. It even works for any Word document you are working on!

Note: Our integration works with Microsoft Office Word 2013+.

Interested to learn more? Get in touch today and we will provide you with the Microsoft Office Word Installer and help get you started.

LATEST VIDEO RELEASES

Each month we release some quick (and hopefully helpful!) videos that showcase some of Bundledocs awesome features. So whether you’re only discovering Bundledocs for the first time and are interested to see how it works; or if you’re a seasoned pro, we have something for everyone. Discover some of our latest YouTube releases here:

Bundledocs New Feature Release - July 2019

Who’s ready to discover the latest development releases from Bundledocs? We have everything you need to know so keep on reading…

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LATEST DEVELOPMENT RELEASES

This month we’ve launched some great new features to help save you even more time and make document preparation and customising even easier. All features are instantly available to you now, so login to your account and download a copy of our manual to learn more.

MORE OPTIONS FOR YOUR INDEX PAGE

In this month’s release, we’ve added even more customise options for your index page. We received a number of requests from users asking it was possible to prevent a document from appearing on the index page of a bundle? It is now!

We’ve added the ‘Is this document hidden on index pages?’ option to the edit details area for a document. Selecting will remove the item from the index page however the contents of the bundle will still remain in the bundle. Once you mark the document, a red border will appear to the right of your document so you can easily identify these documents on-screen.

Check out our manual for full details on how it works.

DISPLAY ORDER

It’s now possible to choose the ‘display order’ as the document description. This will apply the standard Bundledocs display order to the pages of a document in the final bundle.

DID SOMEONE SAY - QUICK TOGGLE!

We’ve made enhancements to our ‘Quick Toggle’ menu to make it easy to apply settings to a number of documents and all with a single click.

It’s great when you would like to, for example, mark a number of documents as late inserts. You no longer have to individually select each document. Using our Quick Toggle option you can instantly apply the setting to a number of documents at once.

What options have been added to the Quick Toggle menu?

  • Included. The document is removed entirely from the generated bundle.

  • StrikeOut. The document’s content is removed from the bundle. The document appears in the bundle index with a strike-through with standard ordering and page numbering applied.

  • HideOnIndex. The document is removed from the index pages of the bundle. The documents content appears in the body of the bundle.

  • Late Insert. The document adopts a separate page number and order sequence. Which means the existing page numbering and index is not affected.

  • Simple Insert. The document is excluded from all bundle page numbering and ordering. The document appears on the index without page numbering and ordering applied.


LATEST VIDEO RELEASES

Each month we release some quick (and hopefully helpful!) videos that showcase some of Bundledocs awesome features. So whether you’re only discovering Bundledocs for the first time and are interested to see how it works; or if you’re a seasoned pro, we have something for everyone. Discover some of our latest YouTube releases here:

UK Government Cloud Compliant Solution

Have you heard the news? Bundledocs is cloud-first, easy-to-use and G-Cloud approved!

Bundledocs has once again been selected as a UK Government cloud compliant tool, under the Digital Marketplace framework. The Digital Marketplace, if you are not aware, is designed to help UK public sector bodies easily evaluate and procure cloud solutions.

Bundledocs is no stranger to G-Cloud having been a selected provider for a number of years. If you’re interested to learn more, check out our announcement post ‘Bundledocs electronic document bundling solution is gcloud 11 compliant’.

Bundledocs New Feature Release - June 2019

Each month we’re excited to bring you the latest development releases and this month is no different. Ready to discover what’s new?

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LATEST DEVELOPMENT RELEASES

We’ve some exciting new features to share with you all. We’ve met with our development team and gathered together everything that’s new to Bundledocs this month. The best part about being a 100% cloud based solution is you don’t have to wait for installs, setup and roll-outs. Everything here is instantly available right now - all you need to do is login to Bundledocs!


Good News for Australian Users.

Bundledocs are thrilled to introduce a new storage location. Australian users now have the option to choose Australia Central and Australia East for the storage of new bundles. Making the change is simple and can be done directly within your account via the ‘Account Settings‘ area. Full details are covered in our manual but if you’re interested to learn more about our storage location options get in touch with our team.


Ready to Strike Out?

We recently received a request from a number of users, asking for the inclusion of a strike-out option. In short, they needed to be able to remove document contents from the generated bundle however the item (document name) still had to remain on the index page with a strike-through.

Your wish is our command! The Strike-Out feature is now available and it’s even supported if you use our Custom Index. How does it work?

  • Mark your Document. Select the ‘Edit Details’ and select the ‘Is this document a strike-out?’ and ‘Update’ to complete.

  • Let’s Generate. When you’re ready to complete your bundle, select ‘Generate’.

  • That’s it. You’re bundle will be instantly available to preview and download.

Bundledocs will then automatically generate the index page and any document that has been selected will have a strike-through. The contents of any marked documents will also be removed from your updated bundle. Perfect!

Why not login to Bundledocs today and give it a try for yourself.


Time Change for documents

It’s now possible to set time information for any uploaded document.

This can be done by editing a document and amending the ‘Display Time’ field.

It works in the same way as amending the document dates for your bundle. In some cases, you may find that the document date - or document time - is incorrect. With Bundledocs, you can now easily amend both the document date and the document time.

Remember our New Feature Release - January 2019 post where we released our Instant Re-Order feature? Just think how amazing this will be when coupled with our latest amend document date/time release. Now every document contained within Bundledocs can be quickly and easily sorted with a single click!


more reasons to love Custom Indexing

Bundledocs Custom Index is here and it keeps getting better and better. Each month our awesome Development team are releasing more and more ways for you to customise your index page so you can create the perfect bundle every time.

This month we’ve added a number of new terms into the mix to make it possible to further customise your bundle numbering. For example, Arabic numbering, Roman numbering and Latin numbering are now possible and you can even include the original section numbering too.

If you’ve yet to discover Bundledocs Custom Index and unsure if it’s for you, then get in touch. We can show you how it works, provide you with helpful user guides and even setup your own custom index for you. No reason not to get in touch!

LATEST VIDEO RELEASES

Missed any of our recent video releases? We’ve gathered them together so you won’t miss a thing. To help get new users up-to-date with how Bundledocs works we released a couple of videos, however if you already use Bundledocs then you will already know this part.

In addition to this we also released a new video all about our amazing Late Inserts feature. If you’ve yet to discover it then you’re in for a treat. Here’s how it works…

 
 

So what is our Late Inserts feature? Late inserts is ideal for anyone that needs to add additional documents to your bundle but doesn’t want to affect the existing numbering sequence.

All you need to do is upload the new document(s) and mark it as a ‘Late Insert’. Bundledocs then takes care of the rest.

Better still there is no need to waste paper re-printing the entire thing. We even have included the option to generate only the late inserts and new index page so you can instantly print or share the changes with others. What could be better?

Check it out: Bundledocs Late Inserts explainer video to see it in action.

Having trouble viewing the video, watch our ‘Late Inserts Explained’ video over on

If you’ve a video request then let us know! Our team are always on the look-out for new videos to create for you so get in touch if there’s any feature you want to see in action. Whether it’s to assist with internal training sessions or simply as a reminder for later, get in touch and who knows you might see it featured on our YouTube Channel very soon.

Tikit P4W Webinar

This month we were delighted to host a webinar with our partners Tikit TFB. There was a fantastic attendance on the day and we were thrilled to showcase how Bundledocs seamlessly links with Partner for Windows to make document preparation simple.

If you missed the webinar, get in touch and our team will be delighted to show you how it works. In the meantime, check out our Bundledocs Partner for Windows Integration video or our ‘How Do I Connect P4W to Bundledocs PDF Bundling Software’ post for more on getting the integration setup in your office.

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