Can I OCR my Electronic Binder in Bundledocs? - Feature Focus

“Can Bundledocs OCR my binder - or do I need to purchase additional software for this?”
— New Bundledocs User

Yes. Bundledocs electronic closing binder software allows all users to effortlessly apply OCR to your electronic binder. Our OCR feature comes as standard and means there is no additional cost and no need to purchase any additional software.

This feature is great for those that need to utilise the electronic version of their bundle and need to submit a full OCR version to the courts. Bundledocs OCR functionality ensures that you can easily search and find what you want, when you want. 

Better still, Bundledocs automatically creates a hyperlinked index/table of contents and automatically bookmarks your entire bundle. How can this help you? All these features combined mean that you can quickly and easily search and navigate your bundle. Just think how great this is for your large complex electronic bundles!

For anyone that is interested to see how it all works, we have detailed just how you can create an OCR electronic binder with Bundledocs. Here's how...

Step One: Create your Electronic Binder

 

The first thing you need to do is create your bundle in Bundledocs. Once you are happy simply select the generate button to complete. 

Then select the 'Download' button.

 

Step Two: Apply OCR to your Electronic Binder

 

To OCR your bundle simply select the 'OCR' option in the download area.  

Top Tip: Leave Bundledocs do the hard work - Minimize the window. Bundledocs will email you once it's all complete! 

Step Three: Download your Completed Electronic Binder

 

That's it! Once complete you can simply choose the bundle you want to download from the dropdown. Select the 'Download' button to access your completed OCR electronic bundle in PDF format.

Do you have a need to create an electronic document binder? Then Bundledocs is the solution for you!

Interested to see how it all works? Get in touch with the Bundledocs team today. We will be happy to organize a Free Online Demonstration or even set you up with a Free Trial so you can test it out for yourself. 

 

Can I start page numbering for my bundle on a particular number? - Training Tip

Bundledocs_Training_Tip_Image.png

In today's post we will take a closer look at applying page numbering to your bundle. Let's dive right in! 

The first thing to be aware of is that Bundledocs automatically adds numbering to your bundle, helping save you time and effort. This means you don't have to waste countless hour's tirelessly adding page numbering to your bundle. 

Even better, if any changes are needed then you can effortlessly re-number your entire bundle with the click of a button. Simple!

One of the best parts of Bundledocs is that you have complete control of your bundle and can easily amend, change and customize your numbering at any time (and as many times as you need). We offer a range of different ways to customize the automatic numbering. These include: 

  1. Restart Page Numbering: If you have created a bundle with multiple sections then you can choose to restart page numbering at the beginning of each new section.

  2. Include the Section Number: Again if you are creating a multiple section bundle you can choose to prefix the section number to your bundle numbering. For example: A.1 or 1.1

  3. No Numbering: As you know Bundledocs automatically numbers your entire bundle, however in some cases you may prefer to exclude the numbering entirely. In this case you can choose to remove numbering from appearing on your automatic index (did you know we automatically index the bundle too!) or from the pages themselves. This is all possible with the click of a button!

  4. Page Number Position: You can choose where you want your page numbering to appear. For example: Top/Bottom of the page; choose alignment so that it is placed in the centre/right/left.

That's not all. With Bundledocs you also have the ability to apply Bates Numbering. This is particularly helpful for our clients in the U.S. that require this functionality. Better still, bates numbering can also be used if you would like to start your bundle numbering at a particular number. If this sounds like something you may need, then we have detailed just how to do that below. Let's take a look...

“Is there a way that I can start numbering for my bundle on a certain number - other than page 1 - in Bundledocs?”
— Bundledocs User

If you would like to start page numbering for your bundle on a particular page, then do the following:

  1. Select 'Generate'

  2. Within the 'Bates Numbering' section, select the option to 'Include Bates Page Number'.

  3. Within the 'Bates Start' area, insert the number you would like to begin your page numbering on. For example, insert '23' if you would like to start bundle numbering on page 23. Leave all other fields blank.

  4. Select Generate to complete. A preview window will then appear. If you would like to change anything then simply make the changes/revisions and re-generate.

 

Customizing your bundle numbering really is simple to do. We know that working on large bundles can be complex so we want to make the process of creating bundles simple for you! If you are interested to give it a go for yourself, make sure to register for a free trial. Better still, get in touch with our team today to arrange your free online demonstration. 

 

How can I put my bundle in order in Bundledocs - Training Tip

Recently our online support team had an inquiry from a new user asking how they can put a bundle in order with Bundledocs. If you are new to Bundledocs and were interested to know how to move single and/or multiple files in Bundledocs, then this is the post for you. 

“I am new to Bundledocs and using the free trial. I’ve uploaded my documents. How can I put my bundle in order?”
— New Bundledocs User

Ordering and re-ordering files in Bundledocs is simple. To move a single document you just have to click on the file you want to move. Select the file type icon i.e. the PDF icon, word icon etc. to move any file. Once selected you can simply drag and drop the document into a new section and/or position. Still unsure? Check out our '5 Steps to Create a Bundle' video to see it in action!

Did you know you can also move multiple documents at once in Bundledocs? To do so you simply need to...

1. Choose your files using the select icons - these are located to the right of any uploaded document. Once selected the blue icon will turn red.

2. Select as many files as you need. Each selected document will be numbered. 

3. Then when you are ready to move the files, you just need to use the same process used when moving one file. Select the file type icon, in the example above we will select the PDF icon.

4. Once selected, simply drag and drop the documents into place. That's it!

 

Moving and arranging files in Bundledocs really is simple. Don't believe us? Why not register for a trial and give it a go for yourself. It's completely free!

Any Questions? Be sure to get in touch with our dedicated support team who are happy to assist.

Leading Electronic Document Bundling Software for Lawyers

If you’re on the hunt for electronic document bundling software to help you create document bundles quickly and easily then look no further than Bundledocs. We’ve got everything you need… ready to see more?

Electronic Document Bundling Software with a Difference

Do you handle large volumes of cases? Successful law firms are already using Bundledocs efficiencies to set the standard and save costs.   

What does Bundledocs do? Bundledocs electronic document bundling software makes building bundles simple. Take your documents from your folder, case or document management system. Bundledocs organises them (automatically) into a neat, numbered, sectioned e-bundle in minutes - ready to save, share or print. No matter how big or small, you can change and update in seconds. Simple, easy to use, time saving and massively efficient. 

For busy lawyers on the move, Bundledocs ensures you are no longer confined to the office. Create complete electronic document bundles on the go. Phone, tablet, laptop, desktop - whatever your device - Bundledocs can be accessed from any location, at any time.

With no upfront costs, no minimum terms and a Free 30 Day Trial - you can just get going!

e-Bundles in Minutes

Here at Bundledocs we know that producing electronic document bundles - or e-bundles - can be a time consuming and laborious task. With Bundledocs this is a thing of the past. 

Recently, Bundledocs launched a new 'All Devices' version for their electronic bundling solution. For any of our long time users, there is no need to worry, it still contains all the same features, functionality and works the same as the Bundledocs you're used to. You can even switch back and forth between the two versions! 

Ready to create an e-bundle with Bundledocs? 

 

 
 

Access Bundledocs

Easily access your Bundledocs account by selecting 'All Devices' on your login screen. Selecting 'All Devices' ensures you can work from your mobile, tablet, laptop or desktop and there is no difference in the look and feel. Otherwise, you can login directly via: app.bundledocs.com/

 

Easily Preview Uploaded Documents

Did you know you can easily preview any uploaded document directly within Bundledocs. This is great when working collaboratively with colleagues or outside counsel. Simply click the preview icon and a document preview window will immediately appear. 

Check out our 'Easily Preview Documents and Bundles in Bundledocs' post to learn more. 

 

Effortlessly Arrange Files in Order

With Bundledocs you can easily arrange and re-arrange your files by simply dragging and dropping files. All you need to do is select the file type icon, for example the PDF icon. Then drag into the correct position. 

Check out our 'How can I put my bundle in order in Bundledocs' post for more. 

 

Top Hidden Features

Bundledocs 'All Devices' contains some handy new features. These include: The ability to easily expand/collapse all sections, which is great for those working on large e-bundles; Effortlessly work with volumes or multi-section bundles; At a glance view how many pages are contained within each section (again great for volumes); and even add comments to your sections. 

Take a closer look at the Top 3 Hidden Features of Bundledocs.

 

Any Questions?

Get in touch with our team via phone, online chat or simply log a query. Our complete training manuals are available 24/7 to view or download directly within your Bundledocs Account. Check out our Help Centre for full details. 

Bundledocs Powerful Electronic Binder Software - Get Started Guide

Electronic_Bundle_Software.png

Prepare an Electronic Binder in Minutes with Bundledocs. 

If you are looking for a software solution to help you quickly and easily create an electronic binder then you've come to the right place. Our powerful electronic closing binder software lets you easily upload your files, arrange them in the correct order, apply customizations (and make as many changes as needed) and then creates a neat, numbered, sectioned binder in minutes, no matter how big or small. Download in seconds. Share your binder instantly.

Bundledocs takes only 5 steps to create the perfect binder. Let's take a quick look at these 5 steps now...

Create your Electronic Binder. 

We want to help you create high quality electronic binders with ease. Now the whole process only takes 5 steps from beginning to end. It really couldn't be better.

 

 

Create Sections. 

With Bundledocs you can easily create single, multiple, sub-sectioned or even large volume binders. With a simple and intuitive drag and drop you can effortlessly create and customize the sections of your binder with ease. 

 

 

Upload Files to your Binder. 

At Bundledocs we want to make it as easy as possible for you to access and upload your documents into your binder. That's why we have developed partnerships with the world's leading systems. These include: Dropbox, Clio, NetDocuments, Worldox, iManage - to name just a few. Or just simply upload files directly from your computer (or whatever device you are using). 

 

Customize your Binder. 

There is a range of options you can use to customize your binder, helping you prepare the perfect electronic binder in minutes. Customization's include: bates numbering, watermarking, custom cover page and even customize the look of your index page. 

Discover other ways you can customise your index. 

 

Download the Electronic Binder Instantly.

Easily preview your bundle before downloading. Your electronic binder is immediately available in PDF format which can be securely shared. With a range of collaboration features available you can easily work with others regardless time, location or even device. 

 

Don't waste time manually preparing electronic binders. Get started with Bundledocs today. Interested to learn more? Why not create your Free 30-Day Trial or arrange your Free Online Demonstration.

 Got a Question? Our team are happy to help. Get in touch today.  

Get Started with Bundledocs Today...