PRODUCT

Bundledocs Late Inserts Explained - Feature Focus

We've all been there. You have finalized and completed your bundle, only to find new documents arrive in at the last minute. Don't stress. Bundledocs has just the solution for you.   

Late_Inserts.png

To begin with, if you have yet to send out or distribute your bundles to others, it couldn't be easier. Simply upload your new documents, arrange in order and generate. Your updated bundle is immediately available in seconds. 

The issue for many legal professionals out there is when the bundle has been sent out to the other parties relevant to the case - such as other side counsel, Barristers, Judges etc. From that point on, they need to ensure that the original page numbering is not affected (as some parties may have already begun their preparation, noting page numbers etc.). 

With Bundledocs unique and powerful Late Inserts feature, these troubles are in the past. 

So what is our Late Inserts feature and how does it work?

Bundledocs Late Inserts offers you the flexibility to add missing or late arrival documents into your bundle with ease. Once a document is marked as a Late Insert it will automatically apply alternative numbering to the document and this is then automatically reflected in the updated index page. It doesn't alter or affect your existing page numbering and ensures that all parties are reading from the same page, at all times. 

 
 

It's incredibly simple and easy to use. So how exactly does it work?

1. Upload. Upload any late arrival or missing documents

2. Mark a document as a Late Insert. Simply select the 'Edit Details' option, select the option 'Is this a late insert document?' and update.

3. Generate. Once you have positioned your document where you want it to appear, you are ready to generate. Bundledocs will then handle the hard work for you. It will apply an alternative number scheme on your document and this will be reflected on your index page. 

 

Want to see it in action, we have created a short video to guide you through the process - take a sneak peak now. Video: Bundledocs Late Inserts

Interested to learn more? Don't waste time. Get in touch with our team to arrange your free online demonstration and free 30 day trial today. 

Make a Template Read-Only with Bundledocs - Feature Focus

If you use templates in Bundledocs you are in for a treat. We recently launched a new addition which makes templates even better for you and your team. Ready to learn more?

Templates_Blue (00018591xC5E42).PNG

What is this new addition you ask? In short, it helps you take better control of your templates - especially when working collaboratively in groups. Now you can lock your template and make it read-only. This means other group members can still access and use the template but will be unable to edit it (that is, unless you want them to!). 

How can I mark a template as read-only?

1. Choose Template: Simply choose a template you would like to make read-only. Select the 'Edit Details' button and click the 'Advanced' tab.

2. Mark as Read-Only: Select the option 'Make this bundle read-only to groups?'. Click 'Update' to save changes. 

A handy lock icon will then appear to the right of your template so you can see at a glance any template that will be read-only to other members. Nice!

 

Need to learn more? Our manual covers everything there is to know about Bundledocs. All you have to do is log into your account and check out our manual. It's available to everyone so login and check it out! 

3 ways Bundledocs can help you this September

It may not be a new year (yet!), but all this back to school buzz has got us thinking. Isn't September a great time to switch things up and make some changes... but where to start?

That's simple. Start with your Binders. 

Whilst attending a number of LegalTech events over the last few months, our team were amazed at how many lawyers still create bundles, briefs, binders and booklets manually. With so many reasons to go digital, let's take a closer look at how Bundledocs can help. 

How can Bundledocs help you?

 

It will save you time. 

As they say - time is money - and this is even more true when it comes to the legal profession. One area where legal professionals spend countless hours is in the production of binders and booklets. For anyone that creates binders manually, this is not only a time intensive but resource intensive process. But not with Bundledocs. 

Bundledocs provides you with a solution to your binding woes. Just take your documents from anywhere and Bundledocs will (automatically) make for you a neat, indexed, numbered binder in minutes. It is instantly ready to save, print or share. 

Not only will it save you time when your preparing the bundle initially, but it works a dream if any last minutes changes or additions are needed. That's when you can really see the benefits. Just make your change and re-generate. No stress and no problem. 

 

Find what you want, when you want.

When compared to traditional paper binders, a digital binder is fully searchable. You can now quickly move around the document (with our hyperlinked index and bookmarks) or even search by a by word (it's fully OCR'd - great for anyone that does a lot of scanning). 

 

You're on the move

With Bundledocs you are now completely mobile. Whether you are at home, at court, in another office or even another country you can work the exact same. You can not only access your binders but you can create complete binders from scratch. Better still, you don't even need to be near a desktop computer. Our intuitive design changes to whatever device you are using. So why not create your digital binder from your laptop, tablet or even your phone. Simple!

 

Interested in see it in action? Get in touch with our team today and arrange your free online demonstration of Bundledocs. We even offer free 30-day trials so you can fully test it out and see if it suits you. Get in touch today!

Securely Share Bundles with Bundledocs - Video

Take a closer look at Bundledocs Secure Share...

Wouldn't it be great if there was a way to send your bundle to someone when it's all finished? Well, there is, you simply download your bundle (it's immediately ready in PDF format), attach to your email and that's it.

If this works for you then perfect! However in some cases you may need a way to securely send a password protected bundle to others. Or perhaps your bundle is too big to send as an attachment. Worry not, Bundledocs has got you covered with our Secure Share - or better known as Bundledocs Forward Bundle to Third Party.  

How does it all work? Our secure share allows you to share a password protected bundle with anyone. For example, legal professionals find it great if they need to share with outside counsel, Barristers, other side solicitors etc.

The recipient (whoever you send the bundle to) will then receive two emails, the first with their unique password and a second, with a link to download the bundle. You have complete control and can use our automatically generated password or even set your own. 

This will allow the recipient to have one time access to your bundle. If you need to send again at a later stage, just repeat this step. Simple. 

Rather than giving a list of screenshots, we have created a little video (it's only one minute long), to take you through how it all works. We even show you what your recipient will see, so check it out!

 
 

Any questions? Want to give it a try for yourself? Get in touch with our team today. We will be happy to assist in any way we can. 

Electronic Transaction Deal Bible Software for Lawyers

Are you on the hunt for an efficient and cost effective way to store, search, retrieve and share large numbers of documents? You're in luck... we have just the solution for you. 

So first things first, what is a transaction bible? According to Thomson Reuters a transaction bible is defined as “the set of main documents in a transaction which are grouped together for ease of reference".

When you come to the end of a large transaction and the deal is completed, there will more than likely be a large number of transaction and case documents that every lawyer or in-house legal department will need to hand over to their client. That's where Bundledocs electronic closing binder software comes in. 

How does it work? Simply gather your case documents into Bundledocs, apply customisations and then securely distribute or share with clients and relevant parties. It is ideal for anyone that needs to create a corporate or transaction deal bible, closing bible, mergers and acquisitions, property deed packets, trial bundles - really any type of electronic bible.

Ready to find out more?  Let's jump right in...

 

Include Key Documents

With Bundledocs you can easily upload any type of document such as word documents, PDF's, excel, images, emails etc. All documents are automatically converted to PDF on upload. Don't worry, you can still download the document in its original format, if needed.

 

your index created automatically

As part of your transaction bible you will need to create an index page listing the schedule of documents to be included. With Bundledocs, this index page is created automatically. Yes, that's right. All you need to do it click one button. 

That's not all. Every index page created in Bundledocs is automatically hyperlinked. Imagine how much time and effort this could save when working with large numbers of documents or if any changes are needed. 

Then if that wasn't good enough. Bundledocs also automatically creates bookmarks to reflect your index page. Between this and the hyperlinked index you can easily jump from one section to another and move through your electronic bible with ease. Magic!

 

Fully Searchable Electronic Bible

Ensure your electronic binder is fully searchable. Bundledocs offers powerful OCR functionality as standard. For you, this will mean that your bundle is fully searchable - even if you have scanned documents. Find what you want, when you want. 

Again, this is all possible with the click of a button. 

 

Apply Corporate Branding

With a range of customisations available you can include company branding on every electronic bible created. Effortlessly apply your firms corporate branding such as custom cover pages, fonts etc. 

 

The End Result

Every electronic bible created in Bundledocs is immediately available in PDF format. From here you can choose how you would like your bible distributed. For example: 

  • Hard Copy: Download and Print

  • Electronic Format: Save a copy of your binder to a CD/DVD or USB

  • Share: Securely email your binder directly from Bundledocs. Even better securely invite others to access your bundle. You bibles are held in a central location so why not invite the relevant parties to access your bundle in Bundledocs?

However you want to share your completed electronic bible, Bundledocs has an option for you. Need any help? Whether you are a long-time customer or just taking a look, our dedicated team are happy to assist. What are your waiting for - get in touch with the Bundledocs team today! 

 

Get Started with Bundledocs Today...