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How to Create a Case Bundle from Interactive Practice Management Software

Have you heard that Bundledocs integrates with Quill’s Interactive practice management software? In today’s post we will take you through the steps you need to quickly and easily create a case bundle using Interactive. Let’s get started…

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Last month we were thrilled to launch our new integration partnership with Quill’s Interactive legal case and document management software. Quill, one of the UK’s largest legal software providers, and our latest integration makes it simple to create case bundles, document booklets or electronic binders. Better still, as we’re both cloud-based you can work on the go and produce bundles from any location, any time, from any device. What could be better!

How to Create a Case Bundle from Interactive

follow these 5 simple steps to create case bundles on the go

  • 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, adding watermarks, restarting page numbering or applying bates numbering 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!

If you’re interested in learning more about Bundledocs and our awesome integration with Quill’s Interactive then get in touch today. We can arrange a free online demonstration so you can see how it all works - or avail of our free 30-day trial and give it a go for yourself.

Bundledocs Announce Partnership with Interactive

Bundledocs is thrilled to announce our latest integration partner Quill, the UK's largest provider of outsourced legal accounting services, practice management software, outsourced payroll and typing services for solicitors.

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Bundledocs Integrates with Interactive

Quill’s INTERACTIVE clients CAN NOW prepare bundles INSTANTLY

Our latest partnership with Quill Interactive case and document management software provides legal professionals with document preparation and bundling functionality at its best. Interactive users can now quickly and easily create document booklets and bundles in minutes. Simply take documents directly from Interactive and easily compile a numbered, indexed, sectioned and hyperlinked booklet instantly.

Speaking on the partnership, Quill’s Managing Director Julian Bryan, commented:

 
“Our integration with Bundledocs is a way of helping legal professionals to handle document preparation in a streamlined manner. Integration is so straightforward because it’s cloud talking to cloud. With rising volumes of law firms embracing cloud technologies, it’s a great time to announce our true cloud bundling tool to the industry. Joint users can maximise efficiencies by running our two systems in tandem.”
— Julian Bryan, Managing Director at Quill
 

Read the announcement in full: Bundledocs Quill Integration now available.

See the Integration in action: Bundledocs Integrates with Interactive by Quill - Video

Are you ready to save time, improve accuracy, reduce costs and become greener? Then you need the new Quill-Bundledocs integration. Get in touch with us today to book a free online demonstration for you and your team.

ABOUT BUNDLEDOCS

Bundledocs market leading cloud software is the ultimate tool for today’s paperless lawyer. Our incredibly easy to use software provides legal professionals with powerful document bundling, in-browser document manipulation, a suite of annotation features, OCR, collaboration and secure sharing. We partner with the industry’s largest technology providers (including iManage, Worldox, Tikit TFB, NetDocuments, Sharepoint etc.) to deliver a fully integrated document workflow to our global client base. Now sold in over 30 countries worldwide, Bundledocs helps legal professionals save time, cut costs and create massive efficiencies within their organisation. Get in touch with us to learn more about Bundledocs.

ABOUT QUILL

Quill is the UK’s largest outsourced cashiering provider to legal practices as well as outsourced bookkeeping, payroll and typing supplier to businesses within any industry type. In addition to its outsourcing services, Quill offers legal accounts, practice and document management software to independent solicitors and multi-disciplinary law firms.

At the heart of its company values is a total commitment to continual service and software development, and maintaining exceptionally high standards of client support and training, which is why Quill is the first choice for many new and established companies and over 8,000 users.

Bundledocs Integrates with iManage Cloud and iManage Work 10.2

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Bundledocs seamless integration with iManage Cloud and Work 10.2

Bundledocs, an iManage integration partner and cloud first document bundling solution recently announced full support of iManage Cloud and iManage Work 10.2.

iManage Cloud and iManage Work 10.2 the latest cloud offerings from iManage, a market leader in document and email management, will further transform how professionals work by enabling IT organisations to more rapidly take advantage of new iManage product innovations. Together with Bundledocs, legal professionals can now effortlessly access case documents and securely produce electronic bundles, binders or document booklets from any device, anywhere.

Commenting on the latest integration, Brian Kenneally, Director at Bundledocs said: “Bundledocs is a long-standing partner of iManage and our integration helps professionals worldwide handle document preparation quickly and easily. Our integration works with all versions of iManage – including iManage Cloud and iManage Work 10.2. Bundledocs is a 100% cloud first solution so the integration with iManage cloud offering is very straightforward – it’s simply cloud talking to cloud. We’re seeing a growing number of firms embracing cloud technologies and we are delighted to showcase how a true cloud bundling tool can help maximise efficiencies within organisations today”.

Interested to learn more about Bundledocs and our integration with iManage? Get in touch. We can arrange an online demonstration and free 30-day trial so you can trial Bundledocs and our seamless integration with iManage. What could be better!

About Bundledocs

Bundledocs market leading cloud software is the ultimate tool for today’s paperless lawyer. Our incredibly easy to use software provides legal professionals with powerful document bundling, in-browser document manipulation, a suite of annotation features, OCR, collaboration and secure sharing. We partner with the industry’s largest technology providers (including iManage, Worldox, Tikit TFB, NetDocuments, Sharepoint etc.) to deliver a fully integrated document workflow to our global client base. Now sold in over 30 countries worldwide, Bundledocs helps legal professionals save time, cut costs and create massive efficiencies within their organisation. Get in touch with us to learn more about Bundledocs.

Export Files from iManage

Bundledocs automates the process of exporting files from iManage making it quick and easy. If you’re on the hunt for a tool to help you export files from iManage then look no further than Bundedocs. Let’s take a closer look…

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How to Export Files From iManage

Let’s take a look at how you can get information out of iManage using Bundledocs. Bundledocs, an iManage integration partner, makes the entire process incredibly easy. So whether you need to export an entire workspace, complete folders or even a range of files, it’s all possible with Bundledocs. Here’s how it works:

If you’re having trouble viewing, visit our Bundledocs YouTube channel to see it in action.

In this example, we will take you through how to export your entire workspace from iManage:

  1. Right Click on your iManage Workspace

  2. Select ‘New Bundle > Bundledocs‘ from the menu

  3. Select ‘New Bundle‘ to complete the export

That’s it. Your entire workspace - including your folder structure and files - is exported from iManage into Bundledocs. So now that you’ve exported your files, what next?


iManage Bulk Export using Bundledocs

Once you’ve completed your export, your iManage files will be available directly from Bundledocs. From there you can easily rename files, re-organise and order files and even cutomise the final export format.

If you first want to take a look at how Bundledocs works, check out our Bundledocs Explained video.

For example, if you would like to customise your final output before exporting from Bundledocs, here is just some of the ways this can be done…

  • Rename Files. You can instantly re-name any file by double clicking.

  • Sort Documents. Once you have exported your files from iManage you can quickly and easily sort them in date/alphabetical order. This is all done with a single click. Check out our latest blog posts to see how it works.

  • Export in PDF or Zip. Did you know you can export your files from iManage to a single PDF file or as a zip file. Producing a PDF bundle is the default however if you would like to export as a zip file our post - Can I include audio and video files in my trial bundle using Bundledocs - will show you how it works,

if you’re interested to learn more about our bulk export tool, get in touch. We can take you through our integration with iManage, the different options for customising your export and how you can even re-import back to iManage with a single click.

iManage Bulk Export: What you want to know

We’ve gathered together just some of the questions you may be thinking, if we missed anything be sure to get in touch. Our team will be happy to answer any questions you have.

  • What kinds of files can be exported? With Bundledocs you can export a range of files including emails, word documents, PDF, images, maps, videos etc.

  • Can I export workspaces and folders? Yes, simply search and select what you want to export. You can easily export files, folders and complete iManage workspaces. When it comes to exporting your workspace, it will replicate all folders and contents.

  • What versions of iManage can this be used with? Our integration with iManage works seamlessly with iManage Work, FileSite, DeskSite 8.5+ - including iManage 10.

  • Does Bundledocs work in the cloud? Yes. Bundledocs is a 100% cloud based solution. We offer full Work 10 server integration so you have anytime access your iManage documents. With no downtime you remain productive regardless of where you are.

If you’re interested to learn more about Bundledocs and our integration with iManage Cloud, FileSite and DeskSite get in touch with our team today. We offer free online demonstration and a free 30-day trial - complete with our iManage integration so you can test it out and see if it suits your requirements.

Create PDF Bundles Directly from your P4W Case File - PDF Bundling Made Easy

Bundledocs, a Tikit P4W Partner, makes the process of creating PDF bundles simple. It can all be done direct from Tikit Partmer for Windows with our awesome integration connector. Ready to discover the ultimate PDF bundling tool then keep on reading…

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Last week we hosted a webinar with the guys over in Tikit to highlight how document bundling is made incredibly simple with Bundledocs. If you missed the session and are interested to see how it all works then not to worry. We’ve gathered together everything you need to create the perfect PDF bundle in minutes. Here’s how it’s done…


HOW CAN I CREATE A PDF BUNDLES DIRECT FROM MY TIKIT P4W CASE FILE?

 

Having trouble viewing this video? Head over to our YouTube Channel.

 

STEP ONE: ACCESS YOUR DOCUMENTS IN P4W

Starting in your Tikit P4W Case File all you need to do is search for the documents you would like to export into a pdf bundle. Simply type your client matter code and choose what documents you would like to include. Choose any document type - Bundledocs will automatically convert them to PDF for you.


STEP TWO: ARRANGE DOCUMENTS IN THE CORRECT ORDER

Before uploading you can quickly and easily make changes to the range of selected documents. For example you can change the order in which they appear, change the document description or even amend the document date if you’re including this in your final bundle.


STEP THREE: UPLOAD TO BUNDLEDOCS

Now that we’ve decided what documents we want to include in our PDF bundle, the next step will be to choose where we want the documents to go. If you’ve already created a bundle/sections in Bundledocs then you can just go-ahead and select the final destination.

If not, then you create your bundle/sections now. All you need to do is select the ‘New Bundle‘ option to create a new bundle; or alternatively select the ‘New Section‘ option to create a new section. Click ‘Upload‘ to complete.


STEP FOUR: ACCESS BUNDLEDOCS TO COMPLETE

Once this is done your documents will be automatically uploaded from your case file into Bundledocs. From there we can go-ahead and customise the look and feel of our bundle further - only if you need to.

With click of a single button (the magical generate button) Bundledocs will instantly merge all your documents into a single PDF bundle. Even better, we will automatically create a hyperlinked table of contents page and fully paginate the entire bundle. Your PDF is instantly available to download, save, print or securely share with others. What could be better!


CREATE A PDF BUNDLE FROM TIKIT P4W - FREE TRIAL

If you’re interested in giving it a try for yourself then get in touch with us today. We will get you started with a free Bundledocs trial and even setup the integration with Tikit P4W so you can see for yourself how simple it is to create the perfect PDF document bundles with Bundledocs. Get started today!

Get Started with Bundledocs Today...