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Bundledocs Announce New Integration Partner Box

At Bundledocs, we are delighted to announce that we have recently integrated with Box, an online file sharing and personal cloud content management service for businesses. 

Our new integration with Box uploads your files directly into your brief or document bundle. Once uploaded, Bundledocs will take care of the rest to immediately produce a document bundle that is ready to print, save or share. Remember, building a bundle with Bundledocs only takes 5 steps. Click here to see our '5 Steps to Create a Bundle'. 

Let's take a look at our new integration with Box...

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Choose Upload Location: Choose which section your documents should be uploaded. This is particularly relevant if you have created multiple sections within your bundle. 

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Choose Documents: An upload window will appear. Simply select the documents you want to upload into Bundledocs. They will immediately begin to upload and will appear within your bundle. 

Feature Focus: Bundledocs Integrates with Dropbox

Here at Bundledocs our team is dedicated to helping users create document bundles quickly and easily. In order to make this process even easier, in our latest release we have integrated with Dropbox - an online file hosting service. 

This new integration feature will allow users to upload directly from their Bundledocs account and in addition, once the document bundle has been created save a copy back into Dropbox. This is a great new addition that we hope will make the process of creating document bundles even easier. 

Let's take a closer look...

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1. Upload files directly from your Dropbox account into Bundledocs. 

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2. Once you have finnished creating your document bundle within Bundledocs, the completed bundle can be saved directly into your Dropbox account. 

Remember: Bundledocs can integrate with a number of case or document management systems, so get in contact with our team today to find out more. 

Seamlessly Integrate Docordo ERDMS with Bundledocs

Bundledocs are pleased to announce that we have developed a seamless integration between our software and Docordo – a cloud based document management system. Having already integrated with a number of systems, including Dropbox, our integration allows you to effortlessly upload any document contained within your system directly into Bundledocs.

Within this article we will outline how to set-up the integration between your Bundledocs and Docordo accounts. In addition, we will also detail how to upload your documents from Docordo into Bundledocs. Let’s take a look at how it’s done.

Integrate Docordo with Bundledocs

  1. Login to your Bundledocs Account.

  2. Select your email in top right corner & choose ‘My Account’ from the dropdown

  3. Within the ‘Account Information’ section, select the ‘+’ beside ‘Change User Type’ to reveal this section.

  4. Within ‘Change User Type’, select ‘DOCORDO_USER’ from the dropdown.

  5. Click ‘Update’. A ‘Docordo Credentials’ section will appear.

  6. Select the ‘+’ beside ‘Docordo Credentials’ to reveal this section. Provide your Docordo Domain, Username and Password. Click ‘Update’. This will automatically link your two accounts.

Uploading your Docordo Files into Bundledocs:

  1. Within your case, select the ‘Upload’ button.

  2. A window will appear. Select the ‘+’ beside ‘Add From Docordo’.

  3. Enter the Client/Matter number in your Docordo DMS

  4. Documents current held within this Matter will be displayed

  5. Select the documents you want uploaded

  6. Select the ‘Load Documents’ button to complete the upload.

Learn more about Bundledocs Integration:

Bundledocs software can be integrated with other document, records or practice management systems, for more information please contact lisa@bundledocs.com or call +353 21 4826320

Get Started with Bundledocs Today...