Create PDF Bundles Directly from your P4W Case File - PDF Bundling Made Easy

Bundledocs, a Tikit P4W Partner, makes the process of creating PDF bundles simple. It can all be done direct from Tikit Partmer for Windows with our awesome integration connector. Ready to discover the ultimate PDF bundling tool then keep on reading…

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Last week we hosted a webinar with the guys over in Tikit to highlight how document bundling is made incredibly simple with Bundledocs. If you missed the session and are interested to see how it all works then not to worry. We’ve gathered together everything you need to create the perfect PDF bundle in minutes. Here’s how it’s done…


HOW CAN I CREATE A PDF BUNDLES DIRECT FROM MY TIKIT P4W CASE FILE?

 

Having trouble viewing this video? Head over to our YouTube Channel.

 

STEP ONE: ACCESS YOUR DOCUMENTS IN P4W

Starting in your Tikit P4W Case File all you need to do is search for the documents you would like to export into a pdf bundle. Simply type your client matter code and choose what documents you would like to include. Choose any document type - Bundledocs will automatically convert them to PDF for you.


STEP TWO: ARRANGE DOCUMENTS IN THE CORRECT ORDER

Before uploading you can quickly and easily make changes to the range of selected documents. For example you can change the order in which they appear, change the document description or even amend the document date if you’re including this in your final bundle.


STEP THREE: UPLOAD TO BUNDLEDOCS

Now that we’ve decided what documents we want to include in our PDF bundle, the next step will be to choose where we want the documents to go. If you’ve already created a bundle/sections in Bundledocs then you can just go-ahead and select the final destination.

If not, then you create your bundle/sections now. All you need to do is select the ‘New Bundle‘ option to create a new bundle; or alternatively select the ‘New Section‘ option to create a new section. Click ‘Upload‘ to complete.


STEP FOUR: ACCESS BUNDLEDOCS TO COMPLETE

Once this is done your documents will be automatically uploaded from your case file into Bundledocs. From there we can go-ahead and customise the look and feel of our bundle further - only if you need to.

With click of a single button (the magical generate button) Bundledocs will instantly merge all your documents into a single PDF bundle. Even better, we will automatically create a hyperlinked table of contents page and fully paginate the entire bundle. Your PDF is instantly available to download, save, print or securely share with others. What could be better!


CREATE A PDF BUNDLE FROM TIKIT P4W - FREE TRIAL

If you’re interested in giving it a try for yourself then get in touch with us today. We will get you started with a free Bundledocs trial and even setup the integration with Tikit P4W so you can see for yourself how simple it is to create the perfect PDF document bundles with Bundledocs. Get started today!

Can I Remove The Page Numbering From My Bundle?

If you need to merge a wide range of documents (PDF docs, word, images, excel) into a single PDF file then Bundledocs is the tool for you. We handle complex tasks such as indexing, pagination, hyperlinking and bookmarking as standard. However, the best bit about Bundledocs is it’s really flexible and fully customisable.

 
“Is it possible to remove the page numbering from the final generated bundle?”

Recently our support team had a question asking if it was possible to remove the page numbering from the completed bundle? Yes! Bundledocs automatically paginates documents and your entire bundle as standard - as well as creating a hyperlinked index page and bookmarked PDF bundle. However, we know this isn’t for everyone. So if you would like to remove page numbering from your Bundledocs bundle, here’s how it’s done…

  1. Select ‘Generate‘.

  2. Expand ‘Page Numbering’.

  3. Select ‘Suppress Page Numbering on Documents‘.

  4. Press ‘Generate‘ to complete. Your bundle - without page numbering - will be created for you instantly.

That’s it! How simple was that? Remember, there are plenty of ways to customise your bundle with Bundledocs. Login to Bundledocs today, grab a copy of our manual and give it a try for yourself! Have any questions? Let our awesome support team know and they’ll help you out.

How Do I Connect P4W to Bundledocs PDF Bundling Software

Calling all P4W users! If you’re looking for a PDF bundling tool to help you create document bundles, binders and booklets directly from Partner for Windows, then look no further than Bundledocs. Today’s post will cover how you can get the seamless integration setup.

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Bundledocs, a Tikit P4W Partner, makes the process of preparing bundles quick and easy. Simply take your documents from P4W and Bundledocs will instantly organise them into a neat, indexed, paginated and sectioned bundle in minutes. The PDF bundle is instantly available to download, save, share or print.

Sound good? If you’re interested in setting up an integration between Bundledocs and Tikit P4W, then here is everything you need to know…



P4W ONE CLICK INSTALL

At Bundledocs, we want to make everything as simple and seamless as possible. That’s why we have developed a simple one click install for our integration with Partner for Windows. This means that with a single click the integration connector will be instantly setup for your entire office. No need to go from desk to desk getting it setup - one click and you’re done.

Better still, our support team want to make sure you have everything you need to get the integration setup and working. Our awesome team are available to help whenever you need them. Have a question? Need clarification? Get in touch with us today!

Once the integration is setup, remember to create your Bundledocs account. If you’re new to Bundledocs and have not had a chance to see how it works, we offer a free familiarization session to get you started. Can’t wait? Check out our ‘Bundledocs - Ultimate Document Bundling Software’ video for a quick look at how it works.


TIKIT P4W INTEGRATION WITH BUNDLEDOCS

(Discover the Ultimate PDF Bundling Tool)

Where can you access the integration with Bundledocs from Partner? The Bundledocs integration is available within the ‘Partner Task Panel’. Within this area you will be able to see the Bundledocs Icon. Simply click this icon to launch the ‘Sender for Partner’ upload window.

From here you will be able to select case documents and choose which bundle/section to upload the documents into. That not all? Our integration allows you to easily re-name files, drag and drop to re-order, remove or even change document dates etc.

 

Having trouble viewing our Integration with P4W video? Visit our Bundledocs YouTube Channel for our complete range of videos.

 

Bundledocs integration with P4W will help you instantly produce PDF bundles directly from your Partner for Windows case file. With our incredibly easy to use tool you can help reduce costs, create efficiencies and save massive amounts of time. What’s not to love?

Here’s what you need to know to get started…

  • VIDEO: Our ‘Bundledocs Partner for Windows (P4W) Integration’ (above) will give you a quick overview of how our integration connector works.

  • MANUAL: Our complete User Manual can be downloaded at any time directly from your Bundledocs account. Simply login to Bundledocs now and download a copy.

  • FREE FAMILIARIZATION SESSION: That’s not all. We even offer a free introduction to Bundledocs and P4W session to help get you up to speed on how Bundledocs works. We can arrange for a time that suits you and your team. It’s a great opportunity for us to answer any questions you have too.

Not ready to install just yet? No problem. Get in touch with our team today with any questions you have or book an online demonstration so you can see for yourself how quick and easy it is to create the perfect PDF bundle using Bundledocs and Tikit TFB Partner for Windows.

Top 3 Reasons to Build Electronic Court Bundles Rather than Paper Bundles

On the hunt for a solution to help you create court bundles quickly and easily. You’ve come to the right place. In today’s post we will explore the top 3 reasons your practice should create electronic court bundles rather than paper bundles. Let’s jump right in…

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When it comes to creating court bundles many firms today still rely heavily on printers and manual processes. Why so when there are awesome tools like Bundledocs electronic document bundling software available to do all the time consuming and laborious work for you? So if you’re reluctant to give up the printer, we’ve gathered together our top 3 reasons you should build electronic court bundles rather than paper copies…

INSTANT ELECTRONIC COURT BUNDLES

Creating electronic court bundles rather than paper copies doesn’t have to be hard decision. If you create your bundles using electronic document bundling software you can have both - and you don’t have to do any extra work!

  • No extra work. Bundles created using systems like Bundledocs will automatically produce your bundle in electronic format. Once complete you can easily download in PDF format, save, send and even print.

  • Power of electronic bundles. Even if you are required to print your final bundle, having an electronic copy available will always come in handy. For example, each bundle produced in Bundledocs is automatically bookmarked and the index (which is automatically generated) is fully hyperlinked too - one click and you’re there. Better still we offer in-built OCR functionality so your final ebundle is fully text searchable. Just think no more sieving through leaver arch files!

  • Create court bundles on the go. As you’re no longer tied to your desk and printer, you can create complete electronic bundles wherever you are. Work seamlessly on your case from any location, on any device, at any time.

complete compliance

One of our users Armstrong Family Law recently wrote an article about investing in Bundledocs bundle creation software to help with their move towards a “paperlite” (not paperless) office. In the article he mentioned how lawyers are notorious for having large piles of paper files in their office that are both a combination of current case files and files where cases have concluded. But how can producing electronic court bundles help with this?

  • Instantly Archive Electronic Bundles. Solicitors have to keep files for at least 6 years in order to comply with the requirements of the Solicitors’ Code of Conduct. As such having the ability to save electronic records is great for those that want to reduce paper storage whilst still remaining compliant. Paperlite office here you come!

  • Works with your system. Bundledocs makes it even easier to archive electronic court bundles with our range of integration partners, including: iManage, NetDocuments, Tikit TFB Partner for Windows, Dropbox and many more. Better still we have an Open API which makes integrating with third parties easy.

MAXIMIZE SAVINGS

  • Reduce unnecessary printing costs. Using tools like Bundledocs you no longer need to print bundles unnecessarily. Produce electronically, collaboratively work with others, electronically share with anyone that needs a copy and only print where you need to.

  • Work with anyone. Do you need to work with colleagues in different offices? Or share bundles with clients? Or even collaborate with the other side? There are a range of features available to make document production simple - and will save you time and money too.

  • Changes are instant. Build your bundle up over time, make changes as you go and save all the last minute stress. Make a change? Your page numbering is instantly updated with a single click. With no limit to the amount of changes you can make, you can draft again and again until you get it just right.


Interested to learn more about Bundledocs and how it can help solve your electronic document bundling woes. Get in touch. We offer a free trial so you can test it out and see if it suits your requirements. There’s absolutely no obligation and no credit card required either.

Bundledocs New Feature Release - May 2019

It’s that time again. We’re back bringing you everything that’s new in the world of Bundledocs. Here’s what you missed…

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Awesome Development Releases

We’ve met with our Development team to bring you the run down on everything that’s new to Bundledocs this month. Remember as a cloud solution you don’t have to worry about installing and upgrading - simply login to your Bundledocs account now and they’re all waiting for you!

  • Who’s Generated This Bundle? It’s now possible to see the name of the user that last generated the bundle. Within the downloads area, you will see a ‘Generated By‘ indicator and simply hover over this to reveal the email address of the user that generated the bundle. This works great when working with collaborators and groups so you can see at-a-glance who produced this bundle last.

  • Reply to Sender. We’ve updated our ‘Forward Bundle‘ feature to allow the recipient to reply directly to the person that shared the bundle with them. Bundledocs will automatically populate the ‘To:’ field with the sender email to make it easier for them to contact you directly.

  • Custom Index Keeps Getting Better. Back in February we announced the introduction of our Custom Index feature that allows you build an index exactly how you like it. (If you missed the announcement then check out our New Feature Release - February 2019) Following on from this we’ve continued to add even more definition parameters so you can customise your index further, including:

    • Re-apply root section number to the display order

    • Apply distinct formatting to late insert document rows

    • Define a prefix and suffix to a root level section

    • Replace a template term when included in a table cell paragraph

Interested to learn more about Bundledocs Custom Index, get in touch today. We’re offering free online familiarization sessions, helpful training material and even can help getting it setup for you. Can’t wait to hear from you!

More Video Releases

We’ve been busy creating some great new videos for you all. Our videos are short and sweet and great if you want to quickly see how anything works. We’ve gathered together some of our latest video releases in case you missed them.

Bundledocs Annotations

With Bundledocs you can highlight important text, add comments, create document reference links and even completely redact confidential information. Here’s how it works…

Watch on YouTube: Annotate Court Documents

Tell Me More: How do I add annotations to my digital binder using Bundledocs

 

Create a Free Trial

Want to introduce a friend to Bundledocs? Why not share this short video with them and let them know how to create a free trial with us.

Watch on YouTube: Free Trial Account Setup

Visit Bundledocs: Create a Free 30 Day Trial Now.

 

Generate a Zipped Bundle

Did you know with Bundledocs you can export your bundle as a zip. This is great if you want to share bundle documents in their original format or their converted PDF format.

Watch on YouTube: Generate a Zipped Bundle

Anything you want to see? Get in touch and let us know. We want to create videos that are helpful and beneficial for you so if there’s anything you want to see in action, or share with your colleagues, we’re here to help!

Not already following Bundledocs on YouTube? Go subscribe to our channel to make sure you’re the first to know when a new video goes live.

iManage ConnectLive Roadshow 2019

Earlier this month we were delighted to sponsor the 2019 iManage ConnectLive event in both London and Dublin. It was an amazing opportunity to meet so many of our iManage users and get a glimpse of what’s new in the world of iManage. Thanks to everyone who dropped by to see us!

If you missed the event, then you can see what we got up to here: iManage ConnectLive 2019 Event Recap.

Interested to learn more about our integration with iManage? Visit our iManage Integration Partner page for everything you need to know; for a quick look here’s a video that takes you through the integration ‘Bundledocs iManage Integration - Video’ or if you’ve specific questions about the integration then get in touch with us. We love to hear from you.

Get Started with Bundledocs Today...