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Bundledocs: Can I upload files into a specific folder / section?

Following the first part of our upload series “How do I upload files into my Storage Area, this article will highlight how to upload files into a specific folder or section.

Can I upload my files into a specific folder within my case?

Yes. When uploading files or documents you have the option to choose where you upload your documents. Although the ‘Storage Area’ is selected by default, you can upload your documents directly into any folder within the Storage or Work Area. So let’s see how it’s done…

  1. Select the ‘Upload’ button. Once this is clicked a window will appear

  2. Within the ‘Choose an upload location’, choose from the dropdown list where you want to upload your documents.

  3. Once this is selected, select the ‘Choose Documents to Upload’. This will upload documents directly into the relevant folder or section.

Top Tip! This is great if you are adding documents at the last minute or if you want to eliminate moving documents from the Storage Area to the Work Area. This helps save time as you can move files to exactly where you want them placed. 

About Bundledocs...

 We are an all-in-one bundling solution. Our automatic indexing, paginating, bookmarking and hyperlinking makes creating bundles simple. With Bundledocs you can easily create create court bundles, electronic briefs, deal bibles, report books and more. Start saving time today, let Bundledocs do the hard work for you!

Bundledocs: How do I upload files into my Storage Area?

Uploading files into your Bundledocs account is one of the first steps required to create your bundle. There are a number of ways to securely upload your files and we will review these within our upcoming Uploading Series. Make sure to follow us on Twitter to keep up-to-date with our latest articles.

In this, the first part of our series, we will cover the basics: How to upload files into your Storage Area. Let’s take a closer look...

  1. Select the ‘Upload Documents’ button. Once this is clicked a window will appear.

  2. Within the ‘Upload Documents’ section, the ‘Default Storage Location’ is selected by default. We will keep this setting to upload documents into the Storage Area.

  3. Select the ‘Choose Documents to Upload’ button. A window will appear and users should select files to upload.

  4. As files are uploaded into your account, a File Action Console window will appear showing the progress. Wait until 2 green ticks appear beside your file and click ‘Close’.

About Bundledocs... 

We are an all-in-one bundling solution. Our automatic indexing, paginating, bookmarking and hyperlinking makes creating bundles simple. With Bundledocs you can easily create create court bundles, electronic briefs, deal bibles, report books and more. Start saving time today, let Bundledocs do the hard work for you!

5 Steps to Create an Electronic Brief

Take the hassle out of creating an electronic brief. With Bundledocs it only takes 5 steps...

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1. Create a Brief: Login to you Bundledocs account and select the 'Create a New Case' button. Provide a unique Case Code and Case Title. Don't have a Bundledocs Account? No problem. Create your free trial today!

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2. Upload Documents: Now it's time to start building our e-brief. Upload all your case files and documents securely into Bundledocs. Upload any file including: Word, PDF, Txt Files, Emails, Charts, Pictures etc.

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3. Arrange & Order: Once you've uploaded your documents, it's time to arrange them in the correct order. Drag and Drop documents into place. Create single or multiple sections. 

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4. Customise: Before you complete your bundle, you can customise how you want your bundle to appear. With a few clicks you can customise your page numbering and bates numbering, include title pages and descriptions, add watermarks, include and exclude specific sections of your trial brief. Customise your e-brief just how you like it!

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5. Download: Once you are happy with your brief, it is ready to download. With full automation creating electronic briefs has never been easier. Bundledocs will automatically create an index, atuomatically paginate your brief, to produce a single PDF e-brief that is fully bookmarked and hyperlinked. Simple.  

How to move files from the Storage Area to the Word Area?

For new Bundledocs users, one of the first steps is moving files from the Storage Area to the Work Area. Over the last few weeks we have created the ‘Drag & Drop’ series, which covered a number of ways to move documents from the Storage Area to the Work Area. These include: 

  1. Moving a single document

  2. Moving multiple documents from different areas

  3. Moving multiple documents in sequence (that are grouped)

  4. Moving multiple documents with Bundledocs Bulk Action feature

Remember, for new Bundledocs Users, when moving documents from the Storage Area to the Work Area, make sure the dash line appears before dropping the document(s) into the area. The dash line appears as a guide to ensure you are dropping your documents in the correct area. 

Can I move multiple files at once in Bundledocs?

Yes. Within our Drag & Drop series, we have covered a number of ways to move documents within Bundledocs. These include: moving a single document, moving multiple documents from different areas and moving multiple documents in sequence.

In addition to these Drag & Drop functions, Bundledocs Bulk Actions feature can also be used to easily move documents from one area or section to another. This process is simple and is particularly beneficial when moving documents within a large brief. For those not comfortable with dragging and dropping documents, our Bulk Actions feature provides an easy alternative for moving multiple files within your case.

How to move documents with the Bundledocs Bulk Actions feature: 

  1. Beside each section and document in your bundle is a tick box. Press the box to select. Once a box is selected a tick should appear within the box. Alternatively, select the box again to exclude.

  2. Repeat step one. By selecting multiple documents, these documents or sections will be included in your ‘bulk actions’ move.

  3. Select the Bulk Actions button (highlighted below in yellow). A window should appear.

  4. Select Move from the selection

  5. From the dropdown, choose where you want to move the selected documents.

  6. Press ‘Continue’.

Now let's see how this looks in Bundledocs..

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