Upload Files from Box to Bundledocs with Ease

Bundledocs recently announced our new integration with Box content management service. This new integration helps make the process of creating bundles even easier. With our latest integration, Box users can now quickly and easily upload their files directly into Bundledocs. From there Bundledocs takes over to automatically create a fully indexed, paginated, bates numbered, hyperlinked and bookmarked bundle - ready to print, save or securely share. 

Our new integration with Box makes uploading documents into your bundle simple. Let's take a closer look...

Bundledocs Box Integration

Bundledocs Box Integration

Step One: Select 'Upload' and choose a section to upload your documents into. 

Step Two: Select any files you want to upload into Bundledocs

Step Three: Click the 'Select' button. Your files will upload immediately. 

For a complete overview of this process, make sure to check out our 'Bundledocs Box Integration' video to see it in action. 

New Integration - Add Documents from Clio

Bundledocs recently announced a new integration with Clio Practice Management Software. With our seamless integration, Clio users can now effortlessly upload matter files directly from Clio into specific sections of their bundle. Once uploaded a complete bundle can be created in minutes. Document bundling has never been easier!

Want to see how to effortlessly add documents from Clio into your Bundledocs account. Let's take a closer look...

Effortlessly Upload Files from your Clio Account

Step One: Select the 'Upload' button

Step Two: Search your Clio contacts

Step Three: Choose a Contact

Step Four: Choose a Matter

Step Five: Choose your Documents

Step Six: Select the 'Create Documents' button to upload. 

Take a look at our Bundledocs Clio Integration video to see the upload process in action. Not already a Bundledocs user? Set up a trial account today and test it out for yourself! 

Effortlessly Upload Files From Worldox to Bundledocs

Bundledocs recently announced a new integration between our document bundling solution and Worldox document management system. If you missed the announcement, in short, our new integration ensures documents are quickly and easily uploaded from Worldox directly into your bundle. Let's see how it works...

Effortlessly Upload Files Directly From Worldox to Bundledocs

Effortlessly Upload Files Directly From Worldox to Bundledocs

Step 1: Select your files. Right click with your mouse. Select 'Send To' - 'Bundledocs'

Step 2: Choose a case. For example 'Peter V Paul'

Step 3: Choose a section. For example 'Pleadings'

Step 4: Upload. Files are immediately uploaded to your Bundledocs account 

Once uploaded, Bundledocs takes over to automatically create a fully indexed, paginated, bates numbered, hyperlinked and bookmarked bundle - ready to print, save or share. Check out our video to see it in action. 

Our latest integration makes the process of creating professional document bundles even easier. For more information, contact support on +353 21 482 6320 or send us a quick email. 

Easily Turn On/Off Bundle Generated Email Notifications

With any bundle generated in Bundledocs, you will automatically receive an email notification informing you that your bundle is ready to be downloaded. However, in some cases you may not want to receive these notifications - especially at times when you are making a number of changes to your bundle. Turning on/off these notifications is simple, just follow the steps outlined below. Remember, you can turn them back on at any time.

Let's take a look at how this can be done...

Easily Turn On/Off Bundle Generated Email Notification

Easily Turn On/Off Bundle Generated Email Notification

1. Select your email in the top right corner.

2. From the dropdown, select 'My Account'.

3. The 'Account Information' section will then appear. Within 'Options' (located on the right of your screen), select the 'Receive Bundle Generated Email' tick box.

4. Select 'Update'

Feature Focus: Restart Page Numbering for Each Section

Page numbering has never been easier with Bundledocs. Within this Feature Focus post we will take a look at how to restart page numbering at the beginning of each new section. 

For those that are not aware, Bundledocs automatically paginates/numbers each bundle created - as well as automatically indexing, bookmarking, hyperlinking etc. For users that create multiple section bundles, you may want to restart page numbering at the beginning of each section. With Bundledocs all it takes is the click of a button. Take a look at the steps detailed below or check out our ‘How to Paginate Court Documents’ video to see it in action.

Easily restart page numbering at the beginning of each section

Easily restart page numbering at the beginning of each section

To restart page numbering at the beginning of each new section simply:

  1. Select Generate

  2. Select the '+' next to 'Page Numbering' to expand the ‘Page Numbering‘ section

  3. Select the 'Restart Page Numbering' tick box

  4. Select 'Generate' to complete

Paginated Bundle - Example

(Let’s take a look at how our completed numbered bundle will appear)

Index Page: Page numbering restarts at the beginning of each new section

Index Page: Page numbering restarts at the beginning of each new section

It really is that simple. Bundledocs automatically produces a fully indexed, sectioned, paginated, bookmarked and hyperlinked bundle in minutes.The example above is a simple index page but you have the ability to customise to suit your requirements. Start your free trial today and give it a try for yourself.

Creating bundles is effortless with Bundledocs. For more information, please see our 'Complete Training Guide' which can be downloaded within your account. Any questions, simply get in contact with our support team today!

Get Started with Bundledocs Today...