How do I add annotations to my digital binder using Bundledocs - Video

Bundledocs electronic closing binder software makes adding annotations to your digital binder simple. In today's post we will take you through the latest annotation features available and will even include a short video to show you how it all works. 

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Annotations with a Difference

Our range of annotations include the ability to highlight important text, add comments, create document reference links and even completely redact confidential information (ensuring no trace-ability) from your pdf binder.

But that's not all. With our unique design you can do so much more with annotations. What's this you ask?

When introducing new features we give a lot of thought to the way you create and build binders. After all, our aim is to make it as simple and effortless as possible. For that reason we have designed annotations to be applied to the documents rather than on the completed bundle. 

With this there is absolutely no change to the way you apply annotations. Really, the main difference is the amazing flexibility and benefits it offers you! These include: 

  • No Annotations Lost. If you apply updates or re-generate your bundle, you don't have to worry about losing any annotations. As they are applied to the documents you can make as many changes as needed and all your annotations will still be there!

  • You Decide What Annotations are Included: With every generation of your bundle, you can choose what annotations are included and added to your bundle.

  • You Decide Who's Annotations are Included: If you are working with others, you can even choose which person's annotations are added to each bundle you generate.

  • Effortlessly Add Private Comments: When working with others on a bundle, you may want to include some personal comments that only you can see. With Bundledocs you can! Not only that, you can choose whether you want to include them or not in each bundle you generate.

  • All-in-one Solution: Bundledocs handles everything from pdf conversion, document bundling, secure sharing, collaboration and annotations. No need to purchase a range of solutions, get Bundledocs and get the results you want!

 

A New Way to Annotate

Before developing our range of annotation features, we spoke with a number of clients to discover the real pain points of annotations. For many this was dealing with updates and changes to their bundle (once the annotations are already applied). 

As many of you know, making changes in Bundledocs in simple. You can easily add documents, make amendments and with one click your entire bundle is instantly re-numbered, re-indexed, re-hyperlinked, re-bookmarked etc. We even have our late inserts feature for times when you want to add documents and not affect the existing table of content and page numbering. 

When developing our range of annotations, we wanted to make them as user friendly and flexible as possible. With other solutions, the annotations are added to the final completed bundle. But what if changes are made? All these annotations and all the work you've done is lost when an updated version of your binder is produced. 

That just didn't seem right. That's why we developed our annotations with a difference. 

For you there is absolutely no change to the way you apply annotations. Simply add your annotations (highlights, comments, redactions, pin-point links etc.) and save. The real difference is we add the annotations to the original documents, rather than on the completed binder. Meaning if you update or re-generate your bundle, nothing is lost. Make as many changes as you need and your annotations will still be there!

 

HOW DO I ADD ANNOTATIONS TO MY DIGITAL PDF BINDER? 

Check out our short video (it's only 3 minutes long) to see how simple it is to add annotations to your digital pdf binder using Bundledocs. Take a look now...

 

If you are interested to learn more about our new range of annotation features then login to your Bundledocs account and give it a try for yourself. Any Questions? Our team are on-hand to help so get in touch today!

Linenhall Chambers to Host Bundledocs Demonstration Event - Announcement

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We are delighted to announce we've been working with Linenhall Chambers to host an event in Chester. That's right - Bundledocs is coming to the North West!

If you're interested in discovering more about Bundledocs, how it all works and how it could help your firm - then this is the event for you. 

Martin Griffiths, Chambers Director at Linenhall Chambers will kick off the event which will take place at the Crowne Plaza, Chester. Our Sales Director, Matt Breen will then give a presentation on Bundledocs and highlight just how easy it is to create court-ready documents in minutes. With drinks and nibbles to follow, make sure to book your place now!

 

Event Details

When: Wednesday, May 16th 2018

Where: Crowne Plaza, Chester

Time: 4PM - 5PM

 

Places for this event are limited so book your place to avoid disappointment. The closing date for registration is May 11th - or as soon as the event fills up. We look forward to seeing you there! 

 

About Bundledocs

Not heard of Bundledocs before? Before you attend the event, let us give you a quick overview of what we're all about...

With Bundledocs you simple take documents from anywhere - your folder, case or document management system - Bundledocs organises them into a neat, numbered, indexed and sectioned booklet in minutes. 

Instantly ready to save, share or print. No matter how big or small, you can change in seconds. Simple, easy to use, time-saving and massively efficient. 

Securely share your bundle direct from Bundledocs. You can invite colleagues, counsel or any third party to collaboratively work with you.

Bundledocs can be accessed any time, from any place - Desktop, laptop, tablet, phone - whatever your device.
 

Bundledocs New Feature Release - April 2018

We met with our Development team to find out the great new features that have been added to Bundledocs recently. Ready to check out what's new this month?

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LEAVE LONGER MESSAGES.

For starters, we've expanded our 'Forward Bundle to Third Party' area to allow you type even longer messages when securely sharing your bundle with others. That means the message box will automatically expand as you type. Longer messages here you come! 

 

YOUR INDEX PAGE. YOUR CHOICE.  

Depending on what you're working on you may need to create different types of index pages. The great thing about Bundledocs is you have the flexibility to draft your bundle again and again until you get it just right. 

Here are some of the new ways you can customise your index page:

  • Add an Extra Column. Creating the perfect index page just got better. You can now easily add an extra column into your index page. Include any text you need and even choose to include/exclude it in each version of your bundle created. Simple!

  • Include More Text. Ever wanted to add text beneath your document description? Now you can! Any text added will appear beneath your document description and will be automatically hyperlinked for quick and easy access. Click and you're there.

  • Change Font Colour. If you need to change the font colour for your sections, document descriptions or even page numbers, this is now possible. Choose your house style or any colour you need. It's up to you.

We find the best way to get familiar with these great new features is to test them out for yourself. Login to Bundledocs today and have a play around. We know you're going to love them!

 

REMEMBER TO USE TEMPLATES!

Sometimes it's not just new features that can be exciting to discuss. Before we let you go, let's talk about something that has been around for some time - templates!

Templates are a great feature for firms looking to adhere to house styles, or anyone who finds themselves continuously creating the same types of bundles (or even applying the same customisations) over and over again. If this is the case, then templates can be a real lifesaver. 

When discussing the awesome new features that have been added this month, we thought it was a great time to re-visit templates. Using templates means you don't have to worry about the various generate options, nor do you need to remember which options you need to use. Simply do it once and the templates will handle the rest from there!

If you need a recap of how templates work, then go ahead and grab a copy of our Complete Training Manual. Or even check out some of the previous posts we've created on the subject:

Still need to know more? Get in touch with our Support team directly. They will be happy to answer any questions you have on templates or anything else that comes to mind. 

RBRO Solutions Hosting Bundledocs Webinar

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Interested to learn more about Bundledocs and how it integrates with iManage? You're in luck!

Our partners RBRO Solutions are hosting a complementary webinar this month so now's your chance to see Bundledocs in action. What will be covered?

  • How it all works: Discover the simple 5 steps you need to create a bundle.

  • Integration: See how Bundledocs seamlessly links with iManage FileSite and DeskSite.

  • Mobility: How to create and view bundles on the move.

  • Collaboration: How to collaboratively work with others on document preparation.

 

HOW CAN I REGISTER?

Come and join us! The webinar is taking place on Monday, April 30th at 12.00pm - 1.00pm EST. That's less than a week away. Register now to book your place. 

Unable to attend the webinar? Let us know and we will arrange a free online demsonstration at a date and time that better suit you. 

 

A New Way to Move Documents in Bundledocs - Feature Focus

Are you a Bundledocs user? Then we've got great news for you. Our team recently added an amazing new feature to make moving documents even easier!  

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If you use Bundledocs, you know how quick and easy it is to move documents. All you need to do is drag and drop! But if you thought that was good, wait until you see the new feature we've just added. We know you're going to love it! 

Before we jump into showcasing the new way to move documents, let's quickly recap how it's currently done...

  • Move a Single Document: Select the document then drag and drop into place.

  • Move Multiple Documents (at once): Moving multiple documents in one go works similarly. You will simply need to select all files you want to move first, then drag and drop into place. All documents will then be moved in the order in which they are selected.

 

A New Way to Move Documents

Our team recently added a new feature to help make moving documents even easier. It works great when working with large volume bundles or bundles with loads of documents and sections. So how does it work? 

It's simple. Select the files you want, in the order you want them to be moved, then click where you want them to go. No need for dragging and dropping. Just click and everything is moved in a second. We've created a short video so you can see it in action. 

We're excited for you to give it a try. Remember, if you have any questions on how it all works, get in touch with our team or download a copy of our complete training manual.

Get Started with Bundledocs Today...