PRODUCT

Is it possible to Rotate a Document in Bundledocs? - Training Tip

Recently we had an enquiry from a user asking about rotating files within Bundledocs.

“Is it possible to rotate a document I have uploaded into Bundledocs? It was scanned in the wrong side up!”
— Bundledocs User

Yes, it is possible to rotate an individual document in Bundledocs. To find out how simply follow these steps...

Effortlessly rotate single or multiple pages directly within Bundledocs

Effortlessly rotate single or multiple pages directly within Bundledocs

1. Select the 'Edit Details' button. This is located to the right of your document. Once selected, a window will appear.

2. Expand the 'Advanced' section.

3. You can choose to rotate multiple or single pages directly within Bundledocs. In our example, we will rotate the first page. Simply type the page you want to rotate in the area provided.

4. To complete, simply select 'Update'. That's it! 

For more information about Bundledocs, make sure to download a copy of our Complete Training Guide. This is available to download for free, at any time, directly within your account. 

Create a PDF Binder in Minutes with Bundledocs

Discover Bundledocs PDF Binder...

What is Bundledocs? With Bundledocs PDF Binder you simply take a load of documents from your folder, case or document management system. Bundledocs organises them into a neat, numbered, sectioned pdf binder in minutes. Your binder is immediately ready to save, share or print. No upfront costs, no training needed, no minimum terms - you can just get going!

With Bundledocs you can effortlessly combine multiple files into a single PDF binder. Combine files of any type including PDF's, word documents, images, excel, emails etc. Choose what files you want to merge, arrange and organise them in the order you want and Bundledocs will create a PDF binder for you. 

That's not all, Bundledocs offers much more powerful solutions that just merging files. It can automatically create an index/table of contents for your bundle, will number your entire PDF binder and even include bookmarking in your completed PDF. Plus if you need to make any changes this is simple!

What else can Bundledocs do? When it comes to preparing your PDF binder, you can merge or split any uploaded document, and even save, download or print your final PDF binder. 

 
“Get a load of paper – a brief, report, deal bible, bunch of documents or a pile of stuff from your document management system. Stick them all together. Turn the pile into a neat, numbered, sectioned booklet in minutes, no matter how big or small. Change them in seconds. Share them instantly.”
— Frank Lanigan, Bundledocs Chairman
 

Did you know that Bundledocs offers powerful collaboration features at no extra cost? Prepare your PDF binder from your phone, tablet, laptop, desktop - whatever your device - Access Bundledocs from any location, any device, at any time.

What is a PDF Binder?

So, what is a PDF binder? Previously binders would have been produced manually with the paper documents stored in a three ring binder. In contrast, there are now tools available that allow you to create and distribute the binders electronically. In short, a electronic binder is collection of relevant documents that have been merged into a PDF that is fully text searchable, indexed and bookmarked.

Now we’ve a better idea of what an electronic PDF binder is, let’s jump right in and show you how to create an electronic PDF binder with tabs using Bundledocs.

Create a PDF Binder in Minutes

  1. Create a PDF binder.

  2. [Optional] Add sections. You can create as many sections or sub-sections as needed and it’s a great way to organise your binder documents.

  3. Next you will need to add documents into your binder. Don’t worry what format they’re in, Bundledocs automatically converts all your documents to PDF when uploading. If you would like to arrange your documents, this can be done by simply dragging and dropping - or check out our ‘Moving Bundledocs Documents Made Easy’ video to see even more ways to easily sort documents.

  4. Here comes the best bit. When you’re ready to produce your complete PDF Binder, simply click the generate button. You can customise the look of your binder from here (if you need any advise on what options to choose, get in touch with our team). Press Generate to complete.

  5. That’s it. Bundledocs will automatically merge all your files into one, creating a single PDF binder. It’s complete with a full table of contents/ index page, hyperlinked, bookmarked and paginated. Your binder is instantly available to download in PDF or securely share direct from Bundledocs.

Interested to create a PDF binder for yourself? Don't waste any time, start your Free 30-Day Trial today or get in touch with our team to arrange your free online demonstration.

Law Firms can make a Paperless Office a Reality with Bundledocs

Make your law firm paperless with Bundledocs 

Making the switch to a paperless office - or at least a less paper office - is more than just simply scanning everything and converting your paper files into electronic copies. You need to have the right software, processes and systems in place that are relevant to your firm and address your practices requirements. 

When it comes to document bundling or preparing documents for court, Bundledocs has got you covered. We offer a range of features that help save you time, reduce the hassle associated with document production - and offer a paperless solution for your firm.

So, what ways can Bundledocs help your firm move towards a paperless office?

  1. Online Storage: Upload and store all files needed for your bundle in Bundledocs. All files are securely stored in one location.

  2. Complete Access: As a Cloud based solution, you can access your documents and work on your bundle at any time, any place and from any device.

  3. Effortless Collaboration: Use Bundledocs to collaborate with Counsel, colleagues and co-workers. Share your bundle, work on it with others, keep copies of drafts.

  4. Secure Share: Securely send draft or completed bundles to colleagues, counsel, other side solicitors or any third party.

  5. Paperless Bundle Creation: Create your complete bundles from scratch. Effortlessly upload files directly into Bundledocs. Any physical paper or incoming mail that is received can be scanned, stored in your document management system and/or uploaded directly into Bundledocs. Easily review, change and amend your bundle as many times as you need - with no paper wasted and no extra cost!

  6. Powerful Integrations: Bundledocs has developed integrations with leading cloud based solutions including: NetDocuments, Clio, Box, Dropbox, OneDrive, GoogleDrive, Worldox Cloud - to name just a few. See our complete list of integration partners.

 

Not just for lawyers. Many Bundledocs users are using our solution to help make their office paperless. Check out a quote below or discover what our customers are saying about Bundledocs. 

“I run a high volume finance broking company. Bundledocs is the only alternative I could find to using a full paperless system. Everything else is cumbersome and places added costs and time in trying to make a truly paperless brief. Bundledocs allows you run multiple files at once, and using templates allows it to be tailored for different lenders / purposes, providing an at glance update on what is still outstanding. It also allows us to provide a much more professional loan file to the lender for consideration”
— Owner Manager, Mortgage Choice

Are you ready to make the switch to a paperless office?

Make sure to get in touch with our dedicated team to arrange your free online demonstration and/or free 30-Day trial. We are happy to assist!

Can I OCR my Electronic Binder in Bundledocs? - Feature Focus

“Can Bundledocs OCR my binder - or do I need to purchase additional software for this?”
— New Bundledocs User

Yes. Bundledocs electronic closing binder software allows all users to effortlessly apply OCR to your electronic binder. Our OCR feature comes as standard and means there is no additional cost and no need to purchase any additional software.

This feature is great for those that need to utilise the electronic version of their bundle and need to submit a full OCR version to the courts. Bundledocs OCR functionality ensures that you can easily search and find what you want, when you want. 

Better still, Bundledocs automatically creates a hyperlinked index/table of contents and automatically bookmarks your entire bundle. How can this help you? All these features combined mean that you can quickly and easily search and navigate your bundle. Just think how great this is for your large complex electronic bundles!

For anyone that is interested to see how it all works, we have detailed just how you can create an OCR electronic binder with Bundledocs. Here's how...

Step One: Create your Electronic Binder

 

The first thing you need to do is create your bundle in Bundledocs. Once you are happy simply select the generate button to complete. 

Then select the 'Download' button.

 

Step Two: Apply OCR to your Electronic Binder

 

To OCR your bundle simply select the 'OCR' option in the download area.  

Top Tip: Leave Bundledocs do the hard work - Minimize the window. Bundledocs will email you once it's all complete! 

Step Three: Download your Completed Electronic Binder

 

That's it! Once complete you can simply choose the bundle you want to download from the dropdown. Select the 'Download' button to access your completed OCR electronic bundle in PDF format.

Do you have a need to create an electronic document binder? Then Bundledocs is the solution for you!

Interested to see how it all works? Get in touch with the Bundledocs team today. We will be happy to organize a Free Online Demonstration or even set you up with a Free Trial so you can test it out for yourself. 

 

Can I start page numbering for my bundle on a particular number? - Training Tip

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In today's post we will take a closer look at applying page numbering to your bundle. Let's dive right in! 

The first thing to be aware of is that Bundledocs automatically adds numbering to your bundle, helping save you time and effort. This means you don't have to waste countless hour's tirelessly adding page numbering to your bundle. 

Even better, if any changes are needed then you can effortlessly re-number your entire bundle with the click of a button. Simple!

One of the best parts of Bundledocs is that you have complete control of your bundle and can easily amend, change and customize your numbering at any time (and as many times as you need). We offer a range of different ways to customize the automatic numbering. These include: 

  1. Restart Page Numbering: If you have created a bundle with multiple sections then you can choose to restart page numbering at the beginning of each new section.

  2. Include the Section Number: Again if you are creating a multiple section bundle you can choose to prefix the section number to your bundle numbering. For example: A.1 or 1.1

  3. No Numbering: As you know Bundledocs automatically numbers your entire bundle, however in some cases you may prefer to exclude the numbering entirely. In this case you can choose to remove numbering from appearing on your automatic index (did you know we automatically index the bundle too!) or from the pages themselves. This is all possible with the click of a button!

  4. Page Number Position: You can choose where you want your page numbering to appear. For example: Top/Bottom of the page; choose alignment so that it is placed in the centre/right/left.

That's not all. With Bundledocs you also have the ability to apply Bates Numbering. This is particularly helpful for our clients in the U.S. that require this functionality. Better still, bates numbering can also be used if you would like to start your bundle numbering at a particular number. If this sounds like something you may need, then we have detailed just how to do that below. Let's take a look...

“Is there a way that I can start numbering for my bundle on a certain number - other than page 1 - in Bundledocs?”
— Bundledocs User

If you would like to start page numbering for your bundle on a particular page, then do the following:

  1. Select 'Generate'

  2. Within the 'Bates Numbering' section, select the option to 'Include Bates Page Number'.

  3. Within the 'Bates Start' area, insert the number you would like to begin your page numbering on. For example, insert '23' if you would like to start bundle numbering on page 23. Leave all other fields blank.

  4. Select Generate to complete. A preview window will then appear. If you would like to change anything then simply make the changes/revisions and re-generate.

 

Customizing your bundle numbering really is simple to do. We know that working on large bundles can be complex so we want to make the process of creating bundles simple for you! If you are interested to give it a go for yourself, make sure to register for a free trial. Better still, get in touch with our team today to arrange your free online demonstration. 

 

Get Started with Bundledocs Today...