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Become a Bundledocs Pro in 5 Steps - Your Complete Toolkit

If you're on the hunt for the right document collation and bundling tool, then look no further than Bundledocs. When it comes to creating the perfect bundle, we've got you covered. But where to start?

To help, we've created our '5 Steps to Becoming a Bundledocs Pro' guide. This will provide you with everything you need to get up-to-date on all things Bundledocs. So whether you are just looking or looking to becoming the next Pro, there is something for everybody.

Let's jump right in...

5 Steps to Becoming a Bundledocs Pro: Toolkit

Hopefully our info-graphic has given you an idea of what it takes to become a Bundledocs Pro. Ready to learn more? We have gathered together all the resources you need to start on your journey. Let's get started...

 

STEP ONE: QUICK OVERVIEW

We have created a short 2 minute video to help get you familiar with Bundledocs. Remember the whole process only takes 5 steps so you can create a complete bundle in minutes. Watch Intro to Bundledocs now!

 

Prefer to have your own free live demonstration? No problem. We can arrange a session for a time that suits you. There is no obligation so book your FREE demo today!

STEP TWO: SIMPLE SETUP

Interested to see how Bundledocs works for yourself? Then you need to avail of our 30 day trial. It is completely free and there is no obligation. With access to all of Bundledocs document bundling features you can see just how easy it is to create a bundle. What are you waiting for? Give it a go for yourself or test it out with your colleagues and team members. We love Bundledocs and we know you will too. Start your FREE trial now! 

 

We integrate with the worlds leading solutions to make accessing your documents simple. Access direct from the Uploads Area or contact support to get your integration connector installed. It's all completely free!

Check out our Integration Partners 

STEP THREE: GET STARTED

Creating your first bundle? Turn on our on-page Step-by-Step guide to help you through the steps of creating a bundle. Or find yourself wondering what a button does in Bundledocs? Simply hover over the (i) information icons to quickly learn what something does. 

STEP FOUR: HERE TO HELP

Do you have a quick question? With our instant chat you can get your queries answered now, in real-time. No need to wait for a response. Simply click the 'We're Online' tab at the bottom of your screen and speak directly with a member of our support team. 

Don't worry, you can also log any queries, questions or even feature requests directly with our support team. We would love to hear from you so get in touch with us today!

STEP FIVE: DISCOVER MORE

Make sure your team knows everything there is to know about Bundledocs. Arrange your free training session with a member of our team. Or if you prefer to work things out for yourself then you need to grab a copy of our complete training manual. Constantly updated and available to download at any time - directly from your own account.

 

At Bundledocs we are continually adding new features and enhancements to make your life easier. Make sure to follow us on Twitter, LinkedIn, Facebook, Google+ and YouTube to ensure you don't miss a thing. 

 

Top 7 Training Articles You Need to Check Out - Bundledocs Training Tip

At Bundledocs we are continually adding new features and enhancements to ensure we are the top document bundling solution on the market today. Through-out the year, we highlight some of our key features right here on the blog, to help get you familiar with how it all works. In today's post, we have compiled a list of our Top 7 Training Articles of 2017. Check them out!

Discover the Top 7 Training Articles You Need to Check Out

Discover the Top 7 Training Articles You Need to Check Out

1. Worldwide Release of Bundledocs All Devices

2017 saw the worldwide release of our new responsive and mobile-friendly version of Bundledocs - Bundledocs All Devices. Making the move over to the latest version has been a huge success. As a 100% cloud based document bundling tool, Bundledocs allows you prepare and access your bundles from any device. Whether you need to work in the office, or on the move, Bundledocs will have the exact same look and feel. Work from your computer, laptop, iPad (or any tablet) or even your phone. It really couldn't be easier. 

Learn more about Bundledocs All Devices, check out our 'Get Familiar with Bundledocs New Design' post. 

Not interested in the cloud? Not to worry, Bundledocs is also available as an on-premise solution. Bundledocs On-Premise is server based and as such, does not slow down your pc or does not crash when working on large bundles. To learn more, touch base with our team today.

 

2. Unique Approach to OCR

Ensure your bundle is fully text searchable with our powerful OCR feature. Check out our post 'Can I OCR my Electronic Binder in Bundledocs? '. This takes you through the 3 steps to OCR your bundle using Bundledocs. 

Did you know, Bundledocs have developed a unique and powerful approach to OCR. How does it work? The moment you upload a document into Bundledocs, it is automatically sent to the OCR queue. This is a great time saver if you build your bundles up over time, as it means your documents will be already OCR'd when it comes time to generate your final bundle. Bundledocs does the hard work, so you don't have to!

 

3. Handle Late Inserts with Ease

We've all been there, you have completed your bundle and shared it with everyone - only to find that documents need to be added at the last minute. What you need is a solution that allows you electronically add 'Late Insert' documents whilst not affecting the current index and page numbering already in place. That's where Bundledocs comes in. 

Check out our 'Bundledocs Late Inserts Explained' post to learn more about our Late Inserts Feature works (it only takes 3 steps!).

 

4. Print Single or Double Sided

One of the great things about Bundledocs is it's not just for those wishing to make a move towards a paperless office. You choose how you want to present your bundle - whether as an electronic bundle or a printed hard-copy bundle. 

Depending on your court requirements, you may be required to prepare your final bundle for either single or double sided printing. By default, Bundledocs prepares all bundles for single sided printing. However, you can easily change to print double-sided, if you want.

Check out our '3 Steps to Print Bundles Double Sided (Both Sides of the Paper) - Video' post to see how works. It even includes a quick video! 

 

5. Generate your Bundle in a Zip File

If you need to securely share your bundle and case documents with others, then you're in luck. We have just the solution for you. 

Our 'Generate as Source Zip' feature allows you to create a zip file for your bundle. It contains not only your completed PDF bundle but also all associated documents in their original format. Want to see it in action? Check out our 'Introducing Bundledocs Generate as Source Zip - Video' to see how it all works. 

 

6. Securely Share Bundles

Bundledocs makes it simple to securely share your bundle with others. We also offer a range of collaborative features so you can work securely with anyone outside your organisation - or even use Groups to effortlessly work with your colleagues. 

One of most widely used features is our Secure Share (Forward Bundle to Third Party) option. We have created a short video so you can see how it works. Check it out now!

Post: Securely Share Bundles with Bundledocs - Video

 

7. Work with Templates

One of the best time saving tools for anyone repeatedly creating the same types of bundles is Templates. Setup sections and sub-sections; Apply unique customizations; Set defaults or even share with others to use. Check out our latest template posts below:

Post: Can I set a default template in Bundledocs? - Feature Focus

Post: Make a Template Read-Only with Bundledocs

 

Keep up-to-date with the latest from Bundledocs. Make sure to follow us on on Twitter, LinkedIn, Facebook, Google+ and YouTube so you won't miss a thing!

Want to discover more? Check out our Complete Training Manual to learn everything there is to know about Bundledocs!

Q&A: Can I set a timezone for my Bundledocs account?

Recently our support team received a request asking if it was possible to change the timezone on their Bundledocs account? Yes, it is. Keep reading to discover how.

Date_Stamp_Title_Page_Bundledocs.png

Before we jump in, you may be wondering why you would need to change the timezone for your account? In short, this is really useful for anyone that uses the automatically generated title page in your bundle (so you don't upload your own). Depending on when you generate the bundle, you will want to ensure the date stamp is correct. Setting the timezone will do this for you.

With our clients located all over the world - across the EMEA, APAC, Americas and beyond - setting the timezone is great. Let's take a look at how this can be done now...

 

How do I set a timezone in Bundledocs?

1. Select your email in the top right corner and from the dropdown choose 'Account Settings'. 

2. Within the 'Personal' area, simply choose your timezone from drop-down. 

3. Click 'Update' to save changes. 

 

Want to learn more about Bundledocs? Remember, our complete manual is available to download at any time directly within your account. Our team are also on hand to help. Any queries? Get in touch with our dedicated team today. 

 

Discover Bundledocs Court Bundling Software - Free Webinar

Register today for our upcoming webinar!

The Tool Every Lawyer Needs

Bundledocs is delighted to announce we will be hosting a FREE webinar on December 6th. 

Bundledocs is a great tool that lets you add word, pdf, emails, spreadsheets or any type of document. Upload directly from your case management system, document management system or from anywhere. It then automatically collates them into a fully indexed electronic court bundle or binder that can be easily distributed to your clients or any third party. 

 

What can you expect? 

Join us for this informative webinar to see why Bundledocs is the document preparation tool you need to use. Bundledocs Operations Director Brian Kenneally and Sales Director Matt Breen will cover: 

  • Is Bundledocs for you? A snapshot of how Bundledocs helps lawyers.

  • The simple 5 step approach to preparing closing binders and document bundles.

  • Top tips for improving efficiency and how to make moves towards a paperless office.

  • Attendee Exclusive. All attendees will receive a FREE all access 30-day Bundledocs trial - with no obligation.

 
How can I register?

Come and Join Us! Our webinar is taking place on Wednesday, December 6th at 11:00 AM GMT. Register today to book your place.

 

Can't make the webinar? Not to worry. Get in touch with our team who will be happy to arrange an online demonstration of Bundledocs court bundle software at a date and time that is convenient to you. It only takes approx 20 minutes so get in touch today!

 

Introducing Bundledocs Generate as Source Zip - Video

Need to securely share your bundle and case documents with others? Your in luck. We have just the solution for you. 

In our latest post 'Can I include audio and video files in my trial bundle using Bundledocs?', we introduced our new 'Generate as Source Zip' feature. This is a great if you need to work with others. In short, you can create a zip file for your bundle. It contains not only your completed pdf bundle but also all associated documents in their original format. So whether these are word documents, pdfs, emails, images, videos, maps etc. you can securely share them with anyone. 

Want to see our 'Generate as Source Zip' feature in action? We have created a short video to show you exactly how it works. Check it out! 

Interested to discover more? Then get in touch with our team who are always happy to help or simply access your Bundledocs account and download a copy of our manual today. 

Get Started with Bundledocs Today...