Create Electronic PDF Binders with Tabs

In today’s post we will cover everything you need to know about creating the perfect electronic PDF binder - from what it is, to how to create a PDF binder with tabs using tools like Bundledocs and even how you work with electronic binders once produced.

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What is a PDF Binder?

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

Previously binders would have been produced manually with the paper documents stored in a three ring binder. In contrast, there are now tools available that allow you to create and distribute the binders electronically. In short, a electronic binder is collection of relevant documents that have been merged into a PDF that is fully text searchable, indexed and bookmarked.

Now we’ve a better idea of what an electronic PDF binder is, let’s jump right in and show you how to create an electronic PDF binder with tabs using Bundledocs.

How to Create an Electronic PDF binder with Tabs?

Interested to learn how to create tabs in a PDF binder? Keep on reading, these are the steps you need to know. If you have any questions, make sure to get in touch with our team.

  • Step One: Create a new bundle with the click of a button

  • Step Two: Next add sections. You can create as many sections, sub-section or volumes as needed.

  • Step Three: Once you have created your sections, it’s time to add your documents. You can upload files from any location - including Interactive. Easily search matters, filter folder results and upload single documents or a range of documents at once.

  • Step Four: Once you have uploaded your documents from Interactive, you can finalise any customisations and generate your bundle. There are a range of options available including: adding a custom title page, custom index page, restarting page numbering or applying bates numbering, adding watermarks etc.

  • Step Five: This is the best bit. Bundledocs automatically collates all your documents (regardless of file type) into a single PDF case bundle. It creates a full table of contents/index page that is hyperlinked, your bundle is bookmarked and each page fully paginated. Need to make a change? Simply re-generate and everything is re-indexing and re-numbered again for you - instantly!

How to Redact a PDF Document Binder?

When it comes to creating an electronic PDF binder, we often are asked if it is possible to redact a PDF document binder using Bundledocs? Yes it is!

We have included a suit of annotation tools into Bundledocs - including redaction - so there is no need to purchase additional software. When it comes to redacting confidential information, this can be done in a just a few steps. Here’s how it works…

Need to redact confidential information from your electronic PDF binder?

  1. Add Redactions. Easily apply redactions to any content in your binder. Even search by keyword/ phrase to redact more content at once.

  2. Customise Redactions & Annotations. Bundledocs unique approach to annotations and redactions makes it easy to customise each version of your bundle.

  3. Preview and Download your PDF Binder. Generate your binder to collate all documents into a single PDF binder. All redactions are instantly applied.

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

Bundledocs New Feature Release - October 2019

It’s that time again. Ready to discover Bundledocs new feature releases for October?

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LATEST DEVELOPMENT RELEASES

If you thought Bundledocs couldn’t get much better then think again. Each month we release awesome new features and enhancements to make your life easier - at least when it comes to document preparation and bundling. Check out what we’ve added this month…


Imanage Integration Gets better & Better

As many of you know Bundledocs is fully integrated with iManage to allow you quickly and easily prepare document bundles, binders and booklets. You can already upload single documents, a range of documents, folders or even complete workspaces.

So what’s new? As an iManage Integration Partner, we have further developed our integration with iManage to allow you sync workspaces from iManage to Bundledocs. Simply right click to reveal the sync function.

If you are not already setup with our integration with iManage then get in touch with our team. Or if you would like to be upgraded to the latest version of our integration then let us know.

Updates to global ordering

We’ve updated our global ordering feature so it’s now possible to apply global ordering to all levels of a bundle. Now you can use ‘Global Numbering’, which applies global ordering to the bundle for the first level of documents only, or our new ‘Use Global Ordering across All Levels', which applies global ordering to all document levels in the bundle.

Download a copy of our complete user manual for full details or get in touch to see it in action.

More updates for bundledocs CUSTOM INDEX

Since launching our Custom Indexing feature, we are continuing to add more and more ways for you to customise your index page. This month is no different and there are even more customisation options available for you.

If you’ve yet to check out our Custom Indexing then get in touch and we will help get you setup and show you how it all works. We’ve even developed an integration with MS Office Word to make it even easier, so give it a go!

Download a Word Version of your Index

In our latest release we have added the ability for you to download a word version of your index from the last generated bundle. This can be accessed within the Custom Index section where you can easily access a copy of the previously generated index in word format.

Download a copy of our complete user manual for full details.


LATEST VIDEO RELEASES

Every month over on our YouTube channel we post quick videos that showcase some of Bundledocs awesome features. So whether you are new to Bundledocs or simply want to increase your knowledge on how certain features work, there really is something for everyone. Here’s what’s new this month…

Get in touch with our team today is there is Bundledocs feature you want to see in action. Who knows you might be seeing it on our YouTube channel very soon!

UPCOMING EVENTS

If you missed our announcement, Bundledocs are thrilled to be speaking at the upcoming Tikit Partner for Windows National User Group Conference 2019. The user group is taking place at the BT Centre, London next month on November 21st and 22nd 2019 and if you’re a Tikit P4W user it’s a must.

For more information on the event, registration and agenda head over to Tikit and check out the Tikit P4W National User Group 2019 website.

How To Organize Documents for Court

Bundledocs court bundle software makes the process of organizing documents for court and preparing court bundles incredibly easy. Whether you’re a legal professional or litigant in person, we have everything you need to easily organize and manage legal files in an instant.

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The Simple Way to Organize Documents for Court

Let’s take a look at some of the ways Bundledocs can help you easily organize documents, manage legal files for court and produce high quality court bundles in an instant.

One Court Bundle. One Location

With Bundledocs there is no back and forth. Simply create one bundle for your court documents and store everything you need in one place. That way you can see all documents at a glance and ensure that only the key documents are included in your bundle.

Better still, as Bundledocs is a cloud first solution we have in-built secure sharing and collaborative feature. What this means for you, is you don’t have to send documents to others. Simply create a single court bundle and grant access to anyone that needs it.


Sort Court Documents into Folders/ Sections

The easiest way to organize documents is by creating folders and sections. With Bundledocs you can create as many sections, sub-section or even volumes as needed. For example, create a ‘Pleadings’, ‘Correspondence’, ‘Records’ etc. section and add any documents you need to it. Check out our ‘Working with sections and sub-sections’ video to see how it’s done.

Easy Way to Organize Documents for Court

When it comes to organising documents, you may find that you have documents of different file formats. You could have emails (.msg), scanned letters (.png), documents from your document management system (.pdf and .docx) to name just a few. But how can you easily organise all these different documents and produce a single court bundle?

That’s simple. With Bundledocs you can upload any file type and there is no limit to the number of documents you can upload either. We will automatically convert all documents to PDF and when you’re ready to file documents or collate them into a single binder, you can do so with a single click. PDF court bundles are instantly produced by default or you can even create a .zip file if you would prefer to share documents in their original file format.

Check out our ‘Easily Organize Documents For Court’ to see how it works.


Arrange Court Documents in Chronological Order

When it comes to preparing court documents and organising documents for court, one of the questions that comes up time after time is - how can you easily sort court documents in chronological order? Like everything with Bundledocs, we’ve made this incredibly easy and it’s all done with a single click! Check out our ‘How to sort documents in date order’ video.

Even More Ways to Order and Organize Documents

When it comes to organising documents, we’ve developed a range of ways for you to easily sort documents, including: drag and drop to move a single document or multiple documents at once; use SHIFT on your keyboard to move a range of document; or even use our unique ‘move with a click’ feature to instantly move multiple documents at once. Our ‘Moving Documents with Bundledocs’ video will show you how it works.


Organize Documents for Court using Bundledocs

Take a look at our ‘Easily Organize Documents for Court’ video to see how how simple it is to organize documents for court using Bundledocs court bundle software.

Interested to learn more about Bundledocs and how it can help you organize documents and prepare document bundles for court? Get in touch. We provide free online demonstrations and a free 30-day trial so you can give it a try for yourself.

5 Hidden Gems of Bundledocs Electronic Document Bundling Software

In today’s post we are going to focus on some of the best features of Bundledocs electronic document bundling software. These features are our real hidden gems. So whether you’re a Bundledocs Pro already or simply looking to learn more then this post has something for everyone.

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Discover the Hidden Gems of Bundledocs Electronic Document Bundling Software

Here at Bundledocs it’s our mission to make document bundling and production as simple and seamless as possible. We have designed our software to be incredibly easy to use and over the years have continued to enhance it to have everything you need to create the perfect bundle, anywhere. If your using Bundledocs to help you create the perfect document bundle, then these are the features that are going to help make document bundling so much easier.

Easily Add Email Attachments

Recently our support team were asked if it’s possible to add emails and email attachments to their bundle? Yes it is. Bundledocs allows you to easily upload your emails to Bundledocs and every email is even automatically converted to PDF on upload.

Then if you would like to add email attachments to your bundle, this is possible too. Simply switch on the setting ‘Use Email Attachments Where Possible?’ option in your account settings. All email attachments are then included in your bundle on upload. Simple!

Check out our ‘How Do I Upload Emails with Attachments to Bundledocs?' post or take a look at our ‘Include Email Attachments’ video to see how it’s done.


More Ways to Move Documents

We all know we can move documents in Bundledocs using a simple drag and drop. However did you know there are many more options available.

For example you can move a single document, a range of documents, or select multiple documents at once and move in an order of your choosing. Then when it comes to moving the files you can do this through drag/drop or move everything with a single click. Check out our ‘Moving Bundledocs Documents Made Easy’ video to see it in action!

Sort Documents Chronologically

When it comes time to prepare your bundle for court or trial, one of the most time consuming activities comes when you need to sort documents or correspondence in chronological order. In this case, there is no need to drag and drop documents to place them in the correct sequence. It is possible to sort chronologically with a single click.

If you have yet to discover this awesome feature, then check out our ’Easily sort court documents in chronological order.’ post or take a look at our ‘How to sort documents in date order’ video to see it in action.

Top Tip! Simply enable dates to appear on screen for the sorting options to appear. Grab a copy of our complete user manual for full details.

Work with Custom Indexing

When it comes to producing your index page, the format can vary depending on your house style, court requirements or the type of bundle you need to produce. Using our powerful custom index functionality, you control the look and feel of your index page. So whether you work in the commercial department, family law department, or work in dispute resolution etc. you can create a custom index to suit you.

If you’re interested in getting setup with Bundledocs custom indexing, get in touch with our support team today. We will help you setup your custom index and provide free online training to help you create your own.


Securely Share Bundles

Bundledocs in-built ‘forward bundle to third party‘ features allows you securely share bundles of any size with any third party. Here’s how it works:

Better still, why not use with other features and securely share your bundle as a zip files - with the documents in their original format or as converted PDF; use our include/exclude features and easily exclude any sections that are not relevant to the recipient; or even remove all documents and only share the completed index page with others (this video ‘Share Bundle Index‘ will show you how it’s done).

That completes our round of our top 5 hidden gems of Bundledocs electronic document bundling software. Of course, there’s more where that came from so if you are new to Bundledocs or simply want a refresher on features you may have missed, get in touch with our awesome team. We love to hear from you!

How to Create a Case Bundle from Interactive Practice Management Software

Have you heard that Bundledocs integrates with Quill’s Interactive practice management software? In today’s post we will take you through the steps you need to quickly and easily create a case bundle using Interactive. Let’s get started…

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Last month we were thrilled to launch our new integration partnership with Quill’s Interactive legal case and document management software. Quill, one of the UK’s largest legal software providers, and our latest integration makes it simple to create case bundles, document booklets or electronic binders. Better still, as we’re both cloud-based you can work on the go and produce bundles from any location, any time, from any device. What could be better!

How to Create a Case Bundle from Interactive

follow these 5 simple steps to create case bundles on the go

  • Step One: Create a new bundle with the click of a button.

  • Step Two: Next add sections. You can create as many sections, sub-section or volumes as needed.

  • Step Three: Once you have created your sections, it’s time to add your documents. You can upload files from any location - including Interactive. Easily search matters, filter folder results and upload single documents or a range of documents at once.

  • Step Four: Once you have uploaded your documents from Interactive, you can finalise any customisations and generate your bundle. There are a range of options available including: adding a custom title page, custom index page, adding watermarks, restarting page numbering or applying bates numbering etc.

  • Step Five: This is the best bit. Bundledocs automatically collates all your documents (regardless of file type) into a single PDF case bundle. It creates a full table of contents/index page that is hyperlinked, your bundle is bookmarked and each page fully paginated. Need to make a change? Simply re-generate and everything is re-indexing and re-numbered again for you - instantly!

If you’re interested in learning more about Bundledocs and our awesome integration with Quill’s Interactive then get in touch today. We can arrange a free online demonstration so you can see how it all works - or avail of our free 30-day trial and give it a go for yourself.

Get Started with Bundledocs Today...