How to delete a document in Bundledocs - Training Tip

Have you uploaded a document to Bundledocs and need to remove it from your bundle? This post will take you through the steps needed to delete a document from Bundledocs.

How do I delete a single document from my bundle in Bundledocs? 

1. Select 'Edit Details'. The 'Edit Details' icon is located to the right of any document uploaded. 

2. A window will then appear. Select the red 'Delete' button. 

3. That's it. Your document is now deleted from your bundle.

Top Tip! Remember if you do not want to delete your uploaded document, it can be easily excluded. Any excluded document will remain in your account but will not appear in your generated bundle. This is great as it gives you the opportunity to include this document again if required. Want to learn how to include/exclude individual documents within Bundledocs? Check out our 'How to Exclude a Document from your Bundle' post to see how it’s done.

Make sure to take a look at our video ‘How to delete a document from Bundledocs’ if you would like to see it in action. Any other questions, get in touch with our team.

How to Exclude a Section from your Bundle - Training Tip

How can I exclude a section if I do not want it included in my bundle? 

1. To exclude any section simply select the blue 'Inc' button. This is located to the right of every section. 

2. With just one click this section is now excluded. With Bundledocs you can easily include or exclude any section when required and make changes as many times as needed. Just think of how much time it can save when producing alternative versions of your bundle!

Top Tip! Remember to re-generate your bundle to see your changes and download the latest version of your bundle. 

Did you know it is also possible to exclude individual documents from your bundle? Check out our latest post 'How to exclude a document from your bundle' and see how today!

How to Exclude a Document from your Bundle - Training Tip

How can I exclude an individual document if I do not want it appearing in my bundle?

1. Edit Document Details. To exclude a document from your completed bundle, simply select the 'Edit Details' icon. This is located to the right of any document. 

2. Expand 'Advanced'. A window will then appear. Select 'Advanced' to expand this section. 

3. Exclude Document. Select the 'Include/Exclude' icon to exclude this document. 

4. Update Changes. Select 'Update' to complete. 

5. Document Excluded. That's it! This document is now excluded from your bundle. 

 

How do I know if a document is excluded from my bundle or not?

Bundledocs makes it easy to see - at a glance - any document that has been excluded. Simply take a look at the document name. Any excluded document will appear with a strike-through the document description. 

 

Want to learn more? Make sure to download a copy of our manual to learn everything there is to know about Bundledocs. This is available to download within your account so login today!

Automate Document Bundling with Bundledocs

Bundledocs recently attended the Legalex Exbo in London. Missed the chance to see Bundledocs in action? No problem. You've come to the right place.

For those new to Bundledocs - Bundledocs is a unique and powerful document bundling solution designed to help speed up important document preparation. Effortlessly prepare professional briefs, reports, eBooks or document bundles in minutes. What's great is each bundle is automatically indexed, paginated or bates numbered, ordered, bookmarked and hyperlinked. 

Want to see how it works? Check out our '5 Steps to Create a Bundle' video below or get in touch with our team. We provide free online demonstrations so book your free demo today!

 

Bundledocs - G-Cloud Approved Supplier

Did you know Bundledocs is an approved G-Cloud supplier?

Earlier this year Bundledocs was approved as a UK Government SaaS supplier for G-Cloud 7. The G-Cloud framework is a UK Government initiative to help UK public sector bodies easily procure cloud solutions. Want to find out more? Check out our Digital Marketplace profile page now. 

How can Bundledocs help you? If you are new to Bundledocs, in short, it is a unique solution designed to make the process of producing bundles simple and effortless. Prepare professional briefs, reports, ebooks or document bundles in minutes. Each bundle is automatically indexed, paginated, ordered, bookmarked and hyperlinked. The best bit? It only takes 5 steps. Take a closer look...

Bundledocs has everything you need to create the perfect bundle. Take a look at our Top 10 Features now to learn more. Got a question? Get in touch with our dedicated team who will be happy to answer any questions you have. 

Get Started with Bundledocs Today...