PRODUCT

Feature Focus: Use Original Document in Bundle

New Feature Alert! The Bundledocs development team have been hard at work introducing a range of new features to help make Bundledocs even better. Want to find out more - then you've come to the right place. 

In today's post we will highlight our new 'Use Original Document in Bundle' feature. This is a great solution that is already proving extremely useful to our long-time users.

How does this new feature work? Let's take an example when you are compiling a bundle that contains pages in landscape orientation. By default, Bundledocs will automatically re-size this document for you. In some cases however, you may prefer to - use the original document in your bundle. 

From speaking with clients that have utilised this new feature, they have found it particularly useful when including detailed maps or charts in landscape orientation. Applying this new feature will now ensure the original document (regardless of size or orientation) will be included within your completed bundle. With our new feature this can be done in just a few simple steps. Let's take a look at how it works.

1. Select the 'Edit Document Details' option. This is located to the right of your PDF document

2. A window will then appear. Within the 'Advanced' section, select the 'Use Original Document in Bundle' option and select 'Update'.

3. That's it! All that's remains is to generate and download your latest bundle. 

 

Don't just take our word for it, login to your account today and try it for yourself. Not already a Bundledocs user? No problem. We offer a FREE one month trial so get started today and see how Bundledocs can help make document bundling simple. 

Feature Focus: Effortlessly Upload your Table of Authorities

Regardless of what type of bundle you need to produce, Bundledocs has the solution for you. 

Depending on what area you work in - whether it is legal services, procurement, contractual work - the type of bundles you will need to produce may vary. Don't worry, with a range of customisable options available, Bundledocs have got it covered.  

Recently we received an inquiry from a user that wanted to apply a custom Table of Authorities to their bundle. In today's feature focus post, we will take a look at how this can be done.

Step One - Upload: You can easily upload a custom Table of Authorities document into your bundle via the Generate option. Select 'Generate'. Within the 'Bundle Intro Document' section select 'Choose Intro Document to Upload'. 

Step Two - Rename: Once uploaded, you can easily rename your file. This name will then appear within your completed index. Select 'Update' to complete. 

That's it! Once generated, your custom table of authorities will appear within your bundle directly after your index page. Get in touch with our team today to see it in action!

Feature Focus: How to Make your Bundles Private (Unshare)

Bundledocs unique bundling solution has been designed to make the process of producing professional bundles simple from start to finish. It not only reduces time consuming and repetitive tasks such as indexing, pagination and bookmarking but also offers a range of additional features that help make the entire bundling effortless.

If you are familiar with Bundledocs you will know that it is easy to share bundles and work collaboratively to produce the perfect bundle. In some cases however, you may not want to share specific bundles with your group members. In today's #featurefocus post, we will highlight how to make bundles private . Let's see how it's done.

1. On the home screen, select the 'Edit Case Details' icon. This is located to the right of each case listed in your account. 

2. Once selected a window will automatically appear. Select the 'Advanced' tab to expand this section. 

3. From the options listed, untick the 'Make this case available to groups' box. 

4. To complete click 'Update'.

That's it! Even better, a grey silhouette will appear beside any case that is not visible to group members. Making it simple to see at a glance. 

Want to learn more about Bundledocs groups and sharing? Download a copy of our complete training guide. This can be accessed directly within your Bundledocs account. Not already a user? Set up your free trial today!

Electronic Bundles (e-bundles) for Court

Whether you are creating a common bundle or electronic bundle, Bundedocs is the solution for you... 

With Bundledocs you don't have to choose between creating common bundles or electronic bundles (e-bundles). With Bundledocs you can create both - with no extra effort and at no extra cost! 

Preparation of bundles is made easy with Bundledocs. When you create a bundle with Bundledocs, all bundles are automatically created in PDF format. If you need to provide the court with a hard copy - no problem. Simply download the completed bundle and press print. It's that simple!

For those that are new to Bundledocs, bundles can be effortlessly prepared in only 5 steps. The best bit? Bundledocs automates time consuming tasks such as indexing, paginating/numbering, bookmarking, hyperlinking etc. Let's take a closer look...

 

Bundledocs can be used to create any type of electronic bundle. Legal professionals use Bundledocs for civil proceedings (civil cases), criminal proceedings (criminal cases), mediation etc. It provides users with a range of customisable options so you can prepare ebundles to suit your needs and your court requirements. For example, effortlessly place your files in chronological order using simple drag and drop method, customise page numbering, customise your index page and much much more. 

Don't just take our word for it. Set up your free Bundledocs trial today!

Feature Focus: Securely Forward Bundles to Third Parties

For those that are familiar with Bundledocs you may be aware that Bundledocs offers a number of options for both collaborating and sharing bundles. This is great when working with parties inside and outside your organisation. In this feature focus post we will highlight our Forward Bundle to Third Party feature. 

Bundledocs unique Forward Bundle to Third Party is one of our most used features. In short, it provides you with the option to forward security protected bundles to anyone. This is great when generating larger bundles which may be too large to send via email. 

What's even better, recently we enhanced our Forward Bundle to Third Party feature to make this process even easier. Now you don't even need to type a password as Bundledocs will automatically create this for you! 

 

Securely Forward your Bundle to any Third Party

Securely forwarding bundles to third parties can be done in only a few steps. Let's take a closer look...

1. Select 'Download' and a window will appear. Select the envelope icon to share the bundle with others. Note: Your last generated bundle will be selected by default. You can easily choose another bundle from the drop-down.

2. Once selected, the 'Forward Bundle to Third Party' window will automatically appear. From here you simply need to:

  • Provide the email address of your recipient

  • Type a password in the field provided. Alternatively, simply select the 'lock' icon to automatically generate a unique password.

  • Optional: Provide a message within the field.

  • To complete press 'Send'.

Learn more about the Forward Bundle to Third Party feature, collaboration and sharing bundles in Bundledocs. Get in touch with our team today for more information. 

Get Started with Bundledocs Today...