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How can I put my bundle in order in Bundledocs - Training Tip

Recently our online support team had an inquiry from a new user asking how they can put a bundle in order with Bundledocs. If you are new to Bundledocs and were interested to know how to move single and/or multiple files in Bundledocs, then this is the post for you. 

“I am new to Bundledocs and using the free trial. I’ve uploaded my documents. How can I put my bundle in order?”
— New Bundledocs User

Ordering and re-ordering files in Bundledocs is simple. To move a single document you just have to click on the file you want to move. Select the file type icon i.e. the PDF icon, word icon etc. to move any file. Once selected you can simply drag and drop the document into a new section and/or position. Still unsure? Check out our '5 Steps to Create a Bundle' video to see it in action!

Did you know you can also move multiple documents at once in Bundledocs? To do so you simply need to...

1. Choose your files using the select icons - these are located to the right of any uploaded document. Once selected the blue icon will turn red.

2. Select as many files as you need. Each selected document will be numbered. 

3. Then when you are ready to move the files, you just need to use the same process used when moving one file. Select the file type icon, in the example above we will select the PDF icon.

4. Once selected, simply drag and drop the documents into place. That's it!

 

Moving and arranging files in Bundledocs really is simple. Don't believe us? Why not register for a trial and give it a go for yourself. It's completely free!

Any Questions? Be sure to get in touch with our dedicated support team who are happy to assist.

Leading Electronic Document Bundling Software for Lawyers

If you’re on the hunt for electronic document bundling software to help you create document bundles quickly and easily then look no further than Bundledocs. We’ve got everything you need… ready to see more?

Electronic Document Bundling Software with a Difference

Do you handle large volumes of cases? Successful law firms are already using Bundledocs efficiencies to set the standard and save costs.   

What does Bundledocs do? Bundledocs electronic document bundling software makes building bundles simple. Take your documents from your folder, case or document management system. Bundledocs organises them (automatically) into a neat, numbered, sectioned e-bundle in minutes - ready to save, share or print. No matter how big or small, you can change and update in seconds. Simple, easy to use, time saving and massively efficient. 

For busy lawyers on the move, Bundledocs ensures you are no longer confined to the office. Create complete electronic document bundles on the go. Phone, tablet, laptop, desktop - whatever your device - Bundledocs can be accessed from any location, at any time.

With no upfront costs, no minimum terms and a Free 30 Day Trial - you can just get going!

e-Bundles in Minutes

Here at Bundledocs we know that producing electronic document bundles - or e-bundles - can be a time consuming and laborious task. With Bundledocs this is a thing of the past. 

Recently, Bundledocs launched a new 'All Devices' version for their electronic bundling solution. For any of our long time users, there is no need to worry, it still contains all the same features, functionality and works the same as the Bundledocs you're used to. You can even switch back and forth between the two versions! 

Ready to create an e-bundle with Bundledocs? 

 

 
 

Access Bundledocs

Easily access your Bundledocs account by selecting 'All Devices' on your login screen. Selecting 'All Devices' ensures you can work from your mobile, tablet, laptop or desktop and there is no difference in the look and feel. Otherwise, you can login directly via: app.bundledocs.com/

 

Easily Preview Uploaded Documents

Did you know you can easily preview any uploaded document directly within Bundledocs. This is great when working collaboratively with colleagues or outside counsel. Simply click the preview icon and a document preview window will immediately appear. 

Check out our 'Easily Preview Documents and Bundles in Bundledocs' post to learn more. 

 

Effortlessly Arrange Files in Order

With Bundledocs you can easily arrange and re-arrange your files by simply dragging and dropping files. All you need to do is select the file type icon, for example the PDF icon. Then drag into the correct position. 

Check out our 'How can I put my bundle in order in Bundledocs' post for more. 

 

Top Hidden Features

Bundledocs 'All Devices' contains some handy new features. These include: The ability to easily expand/collapse all sections, which is great for those working on large e-bundles; Effortlessly work with volumes or multi-section bundles; At a glance view how many pages are contained within each section (again great for volumes); and even add comments to your sections. 

Take a closer look at the Top 3 Hidden Features of Bundledocs.

 

Any Questions?

Get in touch with our team via phone, online chat or simply log a query. Our complete training manuals are available 24/7 to view or download directly within your Bundledocs Account. Check out our Help Centre for full details. 

Bundledocs Powerful Electronic Binder Software - Get Started Guide

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Prepare an Electronic Binder in Minutes with Bundledocs. 

If you are looking for a software solution to help you quickly and easily create an electronic binder then you've come to the right place. Our powerful electronic closing binder software lets you easily upload your files, arrange them in the correct order, apply customizations (and make as many changes as needed) and then creates a neat, numbered, sectioned binder in minutes, no matter how big or small. Download in seconds. Share your binder instantly.

Bundledocs takes only 5 steps to create the perfect binder. Let's take a quick look at these 5 steps now...

Create your Electronic Binder. 

We want to help you create high quality electronic binders with ease. Now the whole process only takes 5 steps from beginning to end. It really couldn't be better.

 

 

Create Sections. 

With Bundledocs you can easily create single, multiple, sub-sectioned or even large volume binders. With a simple and intuitive drag and drop you can effortlessly create and customize the sections of your binder with ease. 

 

 

Upload Files to your Binder. 

At Bundledocs we want to make it as easy as possible for you to access and upload your documents into your binder. That's why we have developed partnerships with the world's leading systems. These include: Dropbox, Clio, NetDocuments, Worldox, iManage - to name just a few. Or just simply upload files directly from your computer (or whatever device you are using). 

 

Customize your Binder. 

There is a range of options you can use to customize your binder, helping you prepare the perfect electronic binder in minutes. Customization's include: bates numbering, watermarking, custom cover page and even customize the look of your index page. 

Discover other ways you can customise your index. 

 

Download the Electronic Binder Instantly.

Easily preview your bundle before downloading. Your electronic binder is immediately available in PDF format which can be securely shared. With a range of collaboration features available you can easily work with others regardless time, location or even device. 

 

Don't waste time manually preparing electronic binders. Get started with Bundledocs today. Interested to learn more? Why not create your Free 30-Day Trial or arrange your Free Online Demonstration.

 Got a Question? Our team are happy to help. Get in touch today.  

Can I remove the Index Page from my Bundle? - Training Tip

Following on from our recent post where we highlighted how to remove the cover/title page from your bundle, today's #trainingtip post will focus on how you can quickly remove the index page from your bundle. 

If you are new to Bundledocs then you may not be aware that Bundledocs automatically generates a complete index - that is fully sectioned, numbered and hyperlinked for easy navigation. Even better, Bundledocs offers a range of customizations so you can adjust your index to suit your requirements. 

In some cases however you may not require the inclusion of a complete index for your bundle. So, to remove the index page from your bundle simply do the following: 

  1. Select Generate

  2. Expand the 'Index Pages' section and select 'Remove Global Index Pages'. 

  3. Apply additional customizations (if needed) and generate your bundle.

Give it a go for yourself. If you are new to Bundledocs then make sure to create your free 30 day trial account now. Already using Bundledocs? Then login now and try customizing your bundle today. 

Top 5 Reasons your Legal Department Needs Bundledocs

Do you prepare court bundles? Are you on the search for a document bundling solution to help you prepare legal documents for court, tribunals or hearings?

If so, Bundledocs is the solution for you. We have compiled a list of the Top 5 Reasons your Legal Department needs to adopt Bundledocs today. Let's take a closer look...

Top PDF Bundling Tool for Lawyers: In a recent publication by the American Bar Association, Bundledocs was named as one of the key utilities that every lawyer should be using. Check out our announcement. 

Everything you Need to Prepare a Bundle: At Bundledocs we are committed to ensuring we offer the most comprehensive bundling solution on the market today. Our solution is simple and intuitive to use but also powerful to ensure that every bundle produced is prepared precisely, is of high quality and can be provided to the court in good time. Bundledocs automatically handles indexing, paginating, hyperlinking, bookmarking - as well as the ability to work with volumes, handle late insert, create templates and much much more. Find out more. 

It's a Stand-alone Solution: Bundledocs is unique as it is a stand-alone document bundling solution. This means that regardless of what system your use - or even if it is cloud based or stored on-premise, we can work with you. We have already integrated with world leading partners such as NetDocuments, Tikit TFB, Worldox, Clio and Dropbox. Take a look our integration partners. 

Document Bundling on the Go: Unlike other document bundling solutions, Bundledocs offers you the flexibility to not only view bundles but create complete document bundles from any device, any location and at any time. This is great for busy lawyers or legal professionals on the move and means you are no longer tied to the office. Read our latest post for more. 

Multi-User Collaboration: Need to collaboratively work on bundles? No problem. Bundledocs will transform how you prepare bundles. Collaboratively work with colleagues or third parties such as Barristers. With a range of collaborative solutions available producing bundles will never be the same again. 

 

Put an end to your document bundling worries. Get in touch with the Bundledocs team today to arrange your FREE online demonstration and FREE trial. 

Get Started with Bundledocs Today...