How to Create a Closing Binder in PDF?

Looking for a way to easily create a closing binder in PDF format? We’ve outlined how this can be done in only 5 steps. So whether you need to create an electronic closing binder for legal transactions, residential real estate closing, mergers and acquisitions etc. - this is what you need to know.

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What is an Electronic Closing Binder?

Before we jump into how to create electronic PDF closing binders, let’s first define what an electronic closing binder is?

In the past, closing binders were manually assembled by scanning, printing, and collating paper documents into a three-ring binder. These physical binders were then mailed to clients and relevant third parties. With advancements in technology, closing binders are now typically produced and delivered in digital formats, commonly referred to as electronic closing binders.

An electronic closing binder efficiently organizes and summarizes all documents associated with a transaction, including a closing statement and copies of every relevant document. These binders are fully text-searchable, indexed, and bookmarked, and once finalized, they can be quickly distributed to all involved parties.

Electronic closing binders are widely used in legal transactions, commercial and residential real estate closings, and mergers and acquisitions (M&A). Depending on the context, they may also be known by various other terms, such as closing books, record books, transaction  bibles, closing bibles, or deal bibles.

How can I create a closing binder in PDF?

If you need to create closing binders then you’ve come to the right place. Bundledocs is the ultimate electronic closing binder software and has everything you need in one place to create your binder quickly and easily. Here’s how it works…

  1. Setting Up Your Closing Binder in Bundledocs. The first step to create your closing binder is to create the structure of your binder by creating sections and sub-sections. Create with a click and name as you wish.

  2. Add Documents to your Binder. Once you’ve created the structure of your binder, you can then add documents. With Bundledocs you can access documents no matter where they’re stored. So whether they’re on your pc or need to be accessed via our seamless integration partner connectors - it’s all possible with Bundledocs.

  3. Customizing Your Closing Binder. When you are ready to complete your closing binder, there are a number of ways you can customise it. For example, you can add a custom cover page; customise how you index page/ table of contents page appears; add page numbering etc.

  4. Generating Your PDF Binder. When you are ready to complete your binder, simply click the ‘Generate‘ button. This will automatically merge all your uploaded files (regardless of file type) into a single PDF document. In an instant you will have a perfect pdf binder that is sectioned, indexed, bookmarked, hyperlinked and formatted for you.

  5. Print or Share Your Binder Securely. Now that your binder is complete it is ready to print or electronically share with others. Bundledocs offers an in-built secure share feature to make sending your completed electronic closing PDF binder easy. Perfect if binders are too big to send via email!

Interested to learn more about Bundledocs? Get in touch to arrange your FREE online demonstration and free 30-day trial.

British Legal Technology Forum 2019 - Event Recap

This week our team sponsored the 2019 British Legal Technology Forum in Billingsgate London. It was an exceptionally busy day, here’s what we got up to…

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Each year the British Legal Technology Forum gets bigger and better and is a must for anyone interested in legal technology. Big thanks to NetLaw Media for another great event and Darren Armstrong in particular, who has just announced that this was his last event with the company.

During the event a number of our partners including iManage, NetDocuments, Tikit TFB, Timeslice and Clio were also sponsoring and we were thrilled to showcase our awesome integrations. We had a lot of questions about how Bundledocs integrates with iManage (whether it is Filesite, Desksite or iManage Cloud) so if you didn’t get a chance to check it out, here’s some more info: ‘iManage Integration Partner Bundledocs - Easily Create Bundles‘.

Our team were positioned at Stand #A05 and were delighted to catch-up with so many of our happy customers, as well as meet some new faces. Our team gave a record number of on-the-spot demonstrations and it is great to see so many legal professionals interested in maximizing efficiencies and processes within their practices.

If you didn’t get a chance to stop by, then get in touch now and we can set up a no-obligation demonstration and free trial so you can give Bundledocs a try and see if it suits your requirements. Book your free demo now.

What’s next for Bundledocs?

Following a successful showcase at the British Legal Technology Forum, we’re delighted to be heading to Amsterdam next month for LEXPO 2019. This will be our first year sponsoring the event and we can’t wait! Find out where you can find Bundledocs on the day.

Make sure to keep up-to-date with the latest from Bundledocs. To find out what's new at Bundledocs or where we're heading next, follow us on LinkedIn, Twitter, Facebook, Google+ and YouTube. 

Creating Electronic Closing Binders using NetDocuments DMS

Bundledocs electronic closing binder software makes creating closing binders simple. Our incredibly intuitive and powerful integration with NetDocuments DMS ensures that you can access your documents instantly and create your electronic closing binder regardless of where you are. Ready to see how Bundledocs makes creating electronic closing binders simple - then keep on reading…

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BUNDLEDOCS IS A NETDOCUMENTS PARTNER

Bundledocs electronic closing binder software is the one tool you need for the creation and delivery of closing binders. It handles everything from document collation, document manipulation, sharing and collaboration, OCR, redaction and annotation. It’s incredibly easy to use so you can ensure your binders are prepared in an instant!

Did we mention we’re fully integrated with NetDocuments DMS? Our partnership with NetDocuments helps deliver a true cloud integrated solution. Global law firms can securely access their NetDocs files and collaboratively build electronic closing binders, bundles, booklets and briefs from anywhere - on any device.

HOW TO CREATE AN ELECTRONIC CLOSING BINDER FROM NETDOCUMENTS

Here are the steps you need to create electronic closing binders using NetDocuments:

  1. CREATE YOUR CLOSING BINDER.

    Begin by creating your closing binder - give it a name and title. Once this is done you are ready to create folders, sub-folders or volumes for your binder. There is no limit to the number of folders so create as many as you need.

  2. ADD DOCUMENTS FROM NETDOCUMENTS DMS.

    Once you have created the structure for your binder, you are ready to begin uploading your transactions and binder documents. If you us NetDocuments as your DMS then our integration will make this process so much easier. Here is a quick video that shows how this is done: Upload Documents from NetDocuments into Bundledocs.

    Don’t worry if you don’t use NetDocuments to store your documents. You can easily access documents regardless of where they are stored. For example, upload from your local pc or c-drive, dropbox, or check out our integration partners to see what other systems Bundledocs links with.

  3. CUSTOMIZE YOUR CLOSING BINDER.

    Once you have uploaded your documents from NetDocuments into Bundledocs, you’re ready to begin ordering and formatting your binder. Bundledocs offers a range of features to make sure your binder is created just how you want it. For example:

    1. Order your Documents: Now that you’ve added your NetDocs documents, you can easily amend the ordering so they appear just as you like. Watch this quick video to see how to easily move Bundledocs documents.

    2. Add a Custom Cover Page: Bundledocs automatically generates a simple cover page, however you also have the option to upload a custom cover page for your binder.

    3. Add a Custom Index Page: If you didn’t know already, once you click the ‘Generate‘ button, Bundledocs will automatically merge all your files into a single PDF document and automatically create your index page for you. There are a range of options available so you can customise how your index page appears . Alternatively, you also have the option to upload your own custom index page. Interested to learn more? Get in touch with our support team for more information.

    4. Amend Page Numbers: Bundledocs will automatically number each page of your binder. This is fully customisable and you can even completely remove page numbers if you prefer - and all with the click of a button.

    5. Choose an Export Format: By default, Bundledocs will automatically export your finished closing binder in PDF format. However, as you have complete control you can even export in a zip file if you prefer. That way you can include all the converted PDF files or the documents in their original format.

  4. SHARE YOUR BINDER ELECTRONICALLY WITH OTHERS. Now that you’ve formatted your closing binder to appear just as you like, all that’s left to do is click the generate button. This button is magic and with a single click your binder is ready. Within Bundledocs you can download to your desktop to print or even securely share with anyone that needs a copy.

TRY CREATING AN ELECTRONIC CLOSING BINDER WITH BUNDLEDOCS

Bundledocs electronic closing binder software makes the process of creating professional closing binders simple. Don’t just take our word for it. We offer a free online demonstration and a no-obligation free trial so you can try for free and see if it suits your requirements.

Remember, Bundledocs is a 100% cloud based software so you can link to NetDocuments directly from Bundledocs. Have a hosted version? Get in touch with Bundledocs Support and we can help get it setup for you.

Bundledocs New Feature Release - February 2019

Our development team have been hard at work developing a game-changing feature, we know you’re going to love! Today we will give you an exclusive sneak peak into how it all works. Intrigued? Then keep on reading…

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Introducing Bundledocs Custom Index

We are thrilled to bring you our latest feature release - custom index pages. This will be a game-changer for anyone who wants to create bundles, binders or booklet with their own house styles and branding.

How will it help? It allows you to create a custom index for your bundle and format it exactly how you like. Of course, our simple to use index features still exist but this latest enhancements gives you the option to do so much more - if you need to.

With the new custom index page(s) you can use your own house style, custom formatting, include your title page contents and table of contents on the same page etc. It’s all possible with Bundledocs!

Interested to see how it works? We will cover all in our upcoming webinar (keep your eyes pealed for an announcement) or if you can’t wait until then get in touch with our team. We will be thrilled to show you how it works or give you a Custom Index User Guide so you can try for yourself.

New Video Alert!

We know that reading through manuals isn’t for everyone. We are here to make your life easier so we want to show you how Bundledocs works in a way that’s quick and easy.

Over on our YouTube channel we have a wide range of videos already created. They cover everything from how to upload documents from your DMS, to working with third parties, to templates.

This year we have already released some great little videos - and they’re all only about 2 minutes long. In case you haven’t had a chance to check them out yet, here’s a recap:

  • Moving Documents Made Easy. Did you know you don’t have to just drag & drop to move documents in Bundledocs. Over the years we’ve launched a number of different ways. Especially great for anyone that works with large bundles or binders. Watch it now.

  • Combine and Merge Files. If you’ve upload a few documents and want to merge them into one single document before generating then this ones for you. You will be surprised at how easy it is. Watch it now.

  • How to Create a Trial Bundle. If you missed our latest post ‘Trial Bundle Preparation Made Easy‘ then you may not have seen our latest video that takes you through the steps to create the perfect trial bundle in minutes. Watch it now.

If you don’t already follow us on YouTube, Twitter or LinkedIn then make sure you do. That way you won’t miss a thing!

Another Note for your Diary

This year is already shaping up to be a busy one for all of us at Bundledocs HQ. If you missed our announcement, we will be sponsoring the upcoming British Legal Technology Forum 2019 in March. Following on from this, we are delighted to reveal that our travels do not end there. We will be heading to Amsterdam to showcase at LEXPO’19 on April 8th and 9th.

Will you be heading to LEXPO this year? Check out our announcement post to see where you can find the Bundledocs team on the day.

Preparation of Court Bundles for Family Proceedings

If you need to create a court bundle for family law proceedings, then you’ve come to the right place. Bundledocs has everything you need to prepare, format and lodge your family law bundle. Ready to see how it works?

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Paper Bundles or Electronic Court Bundles

One of the best things about Bundledocs is that you don’t have to choose to create an electronic court bundle or a paper bundle - you can have both. As a 100% cloud based product all bundles created using Bundledocs will be immediately available in electronic PDF format. However, if your court requires bundles to be lodged in paper format then that’s possible too. It’s simple - just print!

In some cases, there may be a limit to the number of pages or sheets of A4 paper that are included in either your electronic court bundle or your paper bundle. With Bundledocs you don’t have to go counting pages, we do this for you so you can see at-a-glance how many pages are included in each section of your bundle.

Don’t believe us? We offer a free 30-day trial so you can try for free and see.

Format of the Court Bundle

When it comes to formatting your court bundle, Bundledocs court bundle software has a wide range of features to make it simple to customise your bundle so it looks just right. If you’re unsure what needs to be included in your bundle, how it’s formatted or how it’s ultimately logged then make sure to check out your courts practice directions. For example, the www.justice.gov.uk website contains Practice Direction 27A that outlines the court bundle requirements for family proceedings.

 

Unable to view? Watch now on YouTube - Create a Trial Bundle in Minutes

 

Add documents: With Bundledocs you can upload all the key documents relevant to your bundle. There is no document limit and most files types are supported. Including word documents, PDF, emails, images, maps etc. Plus, if your bundle requires your documents to be created in a specific font type or line spacing, this can all be done before uploading your documents into Bundledocs.

Read More: What types of files and documents does Bundledocs support?

Arrange your bundle in order: You can easily arrange your documents in chronological order i.e. in accordance with the time sequence in which they occurred. Bundledocs makes moving documents easy and it all can be done by simply dragging and dropping your files into place.

Video: Moving Bundledocs Documents Made Easy

Add sections: Each bundle can be divided into separate sections. With Bundledocs you can create as many sections and sub-sections as needed.

Index your bundle: Most bundles now require that an index page is included at the beginning of the bundle that lists all items in your bundle. Bundledocs automatically creates your index page and it’s fully customisable so it appears just as you like it.

Paginate your bundle: When preparing your bundle you will need to make sure it is paginated i.e. your pages are numbered correctly. Each page can be numbered individually and consecutively starting at Page 1. Bundledocs automatically handles pagination so your bundle is fully numbered with a single click. You can customise to suit and if any changes are needed, you simply re-generate and the page numbers are automatically updated.

How To: Restart page numbering for each section

Lodging the Court Bundle

One of the most important things to remember when preparing a court bundle for family proceedings is that it’s lodged and submitted to the courts on time. Regardless of whether you choose to print your bundle, send it to the court by post, DX, courier or provide it electronically. Again, refer to practice directions to see what methods are acceptable.

Does Bundledocs offer a way to share a paginated index to all parties before the hearing? Yes! Bundledocs offer a paperless way to easily share your paginated index with third parties, other side council etc. Check out our ‘Securely Send the Index Page to Other Side Counsel’ post to discover how this is done.


Interested to learn more about Bundleodcs? Get in touch today to arrange your free online demonstration or start your free 30-day trial today and give it a try for yourself.

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