PARTNER

Bundledocs Seamlessly Integrates with Partner for Windows (P4W)

Bundledocs recently announced that we have developed an even more seamless integration between Partner for Windows (P4W) and Bundledocs. This unique tool is simple and intuitive to use and can help make the process of producing bundles even easier.

With the Bundledocs Upload Helper, Partners for Windows users can not only upload but can also rename case documents, create new bundles or even sections. The best bit is this process only takes a few simple steps. 

Our recent blog series covers everything there is to know about the Bundledocs Upload Helper. Interested to learn more? Take a look at the complete series now.

1. Choose Partner Case and Documents

2. Edit Document Details 

3. Choose a Bundle

4. Choose a Section

Any Questions? Our team are happy to help. Get in touch today to arrange an install or to get a copy of our complete Bundledocs Upload Helper User Guide. 

Do More with the New Bundledocs Upload Helper

Solutions to Help you Create Bundles with Ease

By now you should be aware that Bundledocs have recently developed an even more seamless integration with Partner for Windows (P4W). This latest release enables P4W users to effortlessly upload case files from Partner into Bundledocs. This is not only simple and intuitive to use but can also save considerable amounts of time when preparing bundles. 

This week we have highlighted some of the key features of the new Bundledocs Upload Helper. These posts covered everything from selecting your case documents within Partner to choosing a bundle to choosing a section. 

That's not all. With the Bundledocs Upload Helper you now have the ability to edit document details before they are uploaded into Bundledocs. This is particularly great if you need to quickly and easily re-name multiple documents at once. 

Bundledocs, a Tikit P4W partner makes creating pdf bundles simple. The new Edit Documents window provides you with the ability to re-name any document name, edit the date or even remove any document that was selected in error. The best bit is all this can be done before the documents are uploaded into your Bundledocs account. Let's take a closer look...

1. Date: To apply a new date to any document, simply double click and type the new date within the area provided. 

2. Description: To re-name any file, double click on the existing file name and type the new file name within the area provided. In this example, we will rename "Entry of Appearance" to "Appearance". Remember you can still rename files at any time within your Bundledocs account. 

3. Remove: If you have selected any file in error, simply select the red X, located to the right of each document. Once selected, this file will not be included within the upload. 

4. Save: To complete select 'Save' and your files will immediately upload into Bundledocs. 

Create a New Section with the Bundledocs Upload Helper

This week we have been reviewing the recently updated Bundledocs Upload Helper. This latest release has been specifically developed for Partner for Windows (P4W) users to enable them to seamlessly upload case documents from P4W into Bundledocs.  

Following on from yesterday's post, where we looked at how to create a new bundle within the Bundledocs Upload Helper we will now see how easy it is to create a new section and upload our selected files into this section. All using the Bundledocs Upload Helper. 

Once you have selected a bundle, next we will need to specify which section we would like to upload documents into. Within the Bundledocs Upload Helper users also have the ability to rename any section and/or create new section from your bundle.  

1. Select a bundle. Learn more. 

2. Select a section. The Bundledocs Upload Helper allows users to effortlessly re-name any section name. To do so, simply double click on the screen name. 

3. A window will then appear. Simply type the new name within the field provided. In this example we will rename 'Default Bundle Section' to 'Pleadings'.

4. Select 'OK' to complete. 

Want to create a new section? No problem. Simply select the 'Create Section' button to easily create a new section for your bundle. 

That's it! Once you have successfully selected your bundle and section within the Bundledocs Upload Helper, your documents will upload directly from P4W into Bundledocs. 

Create a New Bundle with the Bundledocs Upload Helper

For those that missed the announcement, Bundledocs, a Tikit P4W partner, recently developed an even more seamless integration between Partner for Windows and Bundledocs. This enhanced integration - the Bundledocs Upload Helper - is simple, intuitive and helps make the process of creating bundles effortless. 

In yesterday's post, we looked at how Partner for Windows (P4W) users can choose and upload files from Partner. The next step will be to upload these documents into the relevant case and begin to build our bundle. What's great about the new Bundledocs Upload Helper is you can either choose a previously created case or even create a new case. 

Simply select 'Create Bundle' to create a new bundle - directly within the Bundledocs Upload Helper. 

Already have a case created? Simply select the relevant case from the case list. 

If you are interested in the Bundledocs Upload Helper then get in touch with our team today! We will be happy to  provide you with our complete user guide or a free online demonstration. Get in touch today!

Effortlessly Upload Case Documents from P4W into Bundledocs

If you missed the announcement, Bundledocs, a Tikit P4W partner, recently revealed that we have developed an even more seamless integration between Partner for Windows (P4W) and Bundledocs. This new integration is the 'Bundledocs Upload Helper' and has been designed to help our P4W users seamlessly and effortlessly upload files directly from Partner into Bundledocs. 

What's great about the new 'Bundledocs Upload Helper' is it's simple and intuitive to use and only takes a few steps. To get started let's take a look at how we can upload case documents into Bundledocs from Partner.  

1. Choose a client/ matter: Simply type the client/matter code within the field provided to instantly access your Partner for Windows database. 

2. Choose a progress file: Select a progress file from the dropdown. 

3. Choose document(s) to upload: Select all or simply a number of your case documents to upload into Bundledocs. 

It really is that simple. If you are interested to learn more about the Bundledocs Upload Helper then get in touch with our team today. We will be happy to provide you with our complete Bundledocs P4W Integration User Guide or a free online demonstration. Get in touch today!

Get Started with Bundledocs Today...