Bundledocs Integrates with Clio Practice Management Software

Bundledocs is pleased to announce we have developed a seamless integration with Clio, a global leader in practice management software. 

With Bundledocs powerful document bundling application, seamlessly integrated with Clio, your legal team can produce superb print ready professional briefs, reports and document bundles in minutes. Our new integration with Clio enables you to upload Clio files directly into your brief or document bundle. Then Bundledocs takes over and builds for you a fully indexed, paginated/bates numbered, hyperlinked and bookmarked document bundlle - ready to print or share. 

Let's take a quick look at how you can seamlessly upload documents from Clio directly into Bundledocs...

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Want to learn more about our new integration with Clio practice management software? Download a copy of our Bundledocs Clio Integration User Guide now! 

Bundledocs Announce New Integration Partner Box

At Bundledocs, we are delighted to announce that we have recently integrated with Box, an online file sharing and personal cloud content management service for businesses. 

Our new integration with Box uploads your files directly into your brief or document bundle. Once uploaded, Bundledocs will take care of the rest to immediately produce a document bundle that is ready to print, save or share. Remember, building a bundle with Bundledocs only takes 5 steps. Click here to see our '5 Steps to Create a Bundle'. 

Let's take a look at our new integration with Box...

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Choose Upload Location: Choose which section your documents should be uploaded. This is particularly relevant if you have created multiple sections within your bundle. 

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Choose Documents: An upload window will appear. Simply select the documents you want to upload into Bundledocs. They will immediately begin to upload and will appear within your bundle. 

Bundledocs: Intuitive Bates Numbering Software

Bates numbering or bates stamping as it is also known, is a method of uniquely numbering legal documents. Bates numbering is affixed electronically to documents and provides identification, protection and timely data retrieval for legal professionals.

For those applying bates numbering to legal bundles or briefs, Bundledocs is the solution for you. Bundledocs is designed to help legal professionals effortlessly prepare quality bundles in minutes. The best bit – it only takes 5 steps. 

Bundledocs Bates Numbering Software

Bundledocs software makes it quick and easy to paginate documents. Automating document pagination and bates numbering can help save you hours of time and effort. In addition to automating page numbering, you also have the ability to include bates numbering.

When it comes to bates numbering Bundledocs provides a range of customisable options so you can create a bundle to suit your requirements. So when applying bates numbering to your bundle, you choose how you want your numbering to appear. Let’s see an example…

Example of Bates Numbering with Bundledocs

Example of Bates Numbering with Bundledocs

How to Add Bates Numbering to a PDF Bundle?

If you’re on the hunt for a tool to help you quickly and easily add bates numbering to your documents and PDF bundle, then look no further than Bundledocs. Here’s how it’s done:

  1. Select ‘Generate‘.

  2. Expand the ‘Bates Numbering‘ section and set your Bates Start, Bates Length, Bates Prefix and Bates Suffix.

  3. Press ‘Generate‘.

Bates numbering will be instantly applied to each page of your bundle, which is immediately available to download, securely share, print or save. What could be better?

That’s not all. Bundledocs provides the flexibility so you can easily make changes to your completed bundle. If documents need to be added or removed – no problem. Bundledocs automates these tasks so last minute changes are handled with ease. There is no need to re-do numbering and your updated bundle is immediately available. 

Interested to learn more? Get in touch with our team if you have any questions about our bates numbering software. We offer free online demonstrations and a free 30 day trial if you would like to give it a try for yourself.

Feature Focus: Upload a Title Page for your Generated Bundle

Bundledocs software is specifically designed to help users quickly and easily create document bundles. Our software provides a range of features and customisable options so you can ensure you create a bundle that suits your requirements.

One feature that is particularly beneficial is the option to include a title page for your bundle. As you may have read in our recent posts, the latest release of Bundledocs saw a number of design changes and feature updates. Within this release, the 'Upload Title Page' option has been moved and is now included within the Generate options. Let's take a closer look...

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Step 1: Select the 'Generate' option. The Generate window will then appear. 

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Step 2: Click the '+' next to the 'Bundle Title Page' option.

Step 3: Click the 'Choose Title Page' button to upload your title page. 

Once selected the title page will appear at the beginning of your completed bundle. Remember you can delete or replace the uploaded title page, at any time. Simple re-generate your bundle once any changes have been made and download. 

Remember, if you have included sections within your bundle, you have the ability to add individual title pages for each section. 

Feature Focus: Easily Merge Case Documents with Bundledocs

In our most recent release of Bundledocs, we introduced a number of great feature enhancements and updates. One of these was the re-introduction of our Merge feature. 

What is this merge function? The merge function enables you to quickly and easily merge multiple files into a single document. It is particularly beneficial if you are working with large documents. For example, some offices may scan large documents in different sections. However, when you are creating your bundle it may be preferable for these documents to be merged - so they will appear as a single file within your index and completed bundle. That's where Bundledocs comes in. 

How is this done within Bundledocs? Let's take a quick look. 

1. Upload your case documents

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2. Select the documents you wish to merge. Remember to hold the CTRL or SHIFT key on your keyboard to select multiple documents at once. 

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3. Once files are selected, click the 'Merge' button. You will be prompted to see if you would like to merge the selected files. Select OK to confirm. 

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4. All selected documents will be merged into a single file. By default, the newly merged documents will take the name of the first document in the sequence. To re-name, simply double click the file name. 

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With Bundledocs, merging case documents has never been easier! Remember, if at any time you would like to split any merged documents - or any other document contained within Bundledocs - that is no problem. Simply utilise our 'Split Range' feature to quickly and easily split/divide your case documents, according to your requirements. Learn more about our 'Split Range' feature now!

Get Started with Bundledocs Today...