Bundledocs launch new Cloud PDF Editor as part of their entry into North American market

August 17, 2022 – Bundledocs, the cloud-based document bundling software provider, has today announced the launch of its new PDF editing product, Bundledocs Editor, following their entry into the North American market. The custom-built in-browser editor was developed in response to the demand from customers for an easy-to-use, cost-effective, cloud-based PDF editing solution.

Bundledocs Editor has been designed to allow users to manipulate, OCR, annotate and share PDF documents all from within their web browser. Bundledocs Editor includes all common manipulation and annotation tools while also enabling users to edit text. The solution comes as an add-on to its core e-bundling software or can also be purchased as a stand-alone product.

Commenting on the announcement, Bundledocs CTO James Hogan said: “After months of stringent testing, we are delighted to launch Bundledocs Editor. Our product team has worked over some time to create this product in response to an ongoing need from our customers for an intuitive PDF editor, that fits seamlessly into their workflows and processes.”

Peter Zver, Bundledocs VP of Revenue and Operations, North America provided more context of why firms are looking for PDF editing alternatives: “Law firms are currently using a variety of complex and overly functional desktop tools, so going to a cloud-based editor provides cost saving, security, centralized management, and integration opportunities not available with standalone products. As firms are migrating their Document Lifecycle applications, most notably their document management systems, to the cloud, a PDF editor represents an important part of that journey.”

Bundledocs CEO Brian Kenneally added: “Over the past few years we have experienced immense growth throughout the UK and APAC markets. As a result, we have expanded our team and have expanded into new territories, with our North American operations being the most recent. We are constantly evolving our products to be better and more efficient as evidenced by Bundledocs Editor which provides users with an easy-to-use, cost-effective, cloud solution to address their PDF editing needs.”

Bundledocs has become the market leader in the electronic document production space, working primarily with the legal sector. With over 1,000 clients in over 34 countries, they are the first electronic document bundling tool on the market to receive ISO 27001 compliance.

For more information, visit their website, www.bundledocs.com. If you are interested in a closer look at the new Bundledocs Editor, stop by Bundledocs booth #727 at ILTACON 2022 next week.

The Ultimate Guide for Delivering eBundles

In addition to the creation of ebundles, delivery has become a major part in the overall bundling process. With the time that you will spend preparing your bundles for court, what is the use if you cannot share it with your fellow colleagues, clients or the courts?

For UK-based legal professionals the Judiciary recently released updated guidance on the delivery of ebundles to court. However we would recommend that you contact the relevant courts directly to confirm the type of delivery they will accept. It is important to select a method that will allow you to share your ebundle with the recipient in a way that will not waste critical time. We have outlined the below to give some insight into what delivery options are available to you.

 

1.     Secure Share

With our secure share option, users have the ability to share any bundles created within Bundledocs securely with a third party. From the moment you send the ebundle you have full visibility on the status of the file receiving a notification once it has been sent and downloaded by the intended recipient.

One of the many benefits of this option is that you can send bundles regardless of their size - other options may have a limit on the size of the file being shared which can cause problems if you have a large ebundle to be shared with colleagues, clients or the courts. If it is security around confidential data that you are worried about, this option allows you to share securely via an encrypted hyperlink. In some cases, courts may not be happy to receive files via a third party so make sure to check in before sending.

 

2.     Email delivery

Bundledocs users can share bundles created within the solution with third parties via Microsoft Outlook or alternative email providers. Unlike our Secure Share option mentioned above, final ebundle is sent directly from your email via encrypted hyperlink as opposed to via the Bundledocs platform.

By choosing this option you will still be able to send large ebundles, however the intended recipient will recognise the person the ebundle is being sent by as opposed to it appearing from a third party. This option would be suitable for sharing ebundles with the courts.

 

3.     Direct upload

When preparing ebundles to court, the ability to directly upload your ebundles ensures that your bundle goes directly to the intended recipient. The provision of such a resource by the courts also saves time for your firm as you do not need to look for emails of individuals to share the bundle with.

This option is also suitable when an email is too large to be sent via email. Although the courts may have shared their process for uploading document to their portal with you, it would be advisable to contact the courts directly and confirm how they will accept bundles using this method.

 

To find out more about sharing your ebundles securely contact our support team

Bundledocs Announce Appointment of Peter Zver as VP of Revenue and Operations

Bundledocs is delighted to announced the appointment of Peter Zver as its VP of Revenue and Operations in North America. Peter joins the team after serving as Director Legal Americas at Advanced where he spearheaded commercial growth and operational oversight for both the North and South American markets.  

With over 20 years' experience in the legal tech industry, Peter has previously launched and scaled two startups before holding senior product, commercial, and operational leadership positions with Tikit and Advanced. Peter will be heading up Bundledocs’ North American team, which will be based in Montréal, Canada, establishing and growing the company’s foothold in the North American market. 

Speaking on the appointment Brian Kenneally, Bundledocs Founder and CEO said, “This appointment marks an exciting new phase for us here at Bundledocs in a key market for us. After successfully expanding our offering across Europe and APAC, with over 1,000 customers across 34 countries, we are now looking to break new ground in North America.” 

 
“This appointment marks an exciting new phase for us here at Bundledocs in a key market for us.”
— Brian Kenneally, CEO
 

“Peter has a proven track record of strategically scaling companies in this industry. His extensive experience is the right fit for us and will allow us to bring our game-changing legal tech to customers in this new region. I look forward to supporting him in his new role.” 

Commenting on his appointment, Peter Zver said, “I am delighted to have been appointed as Bundledocs VP of Revenue and Operations for North America. Over the course of my career, I have learned to distinguish those companies that are truly changing the landscape in which they operate. There are not many cloud-first solutions on the market that compare to how Bundledocs solves document bundling challenges in the legal industry. The cloud first technology and the ability to address this digital transformation is something I knew I wanted to part of and I am excited to see those benefits implemented first-hand, across a broad range of organizations in North America.” 

“The Bundledocs team and I will also be attending ILTACON in Maryland this August. We are looking forward to meeting members of the legal community and showcasing what Bundledocs has to offer.” 

Interested to learn more about Bundledocs? Contact our team today.

Behind the scenes at Bundledocs – what goes into software updates?

Our CTO James Hogan recently took the time to share what goes on in Bundledocs when it comes to creating updates to our solution for our customers.  

 

What are the initial steps when developing an update for customers? 

When it comes to implementing software updates to our solution the process begins when we receive insight from our customers or information on upcoming updates from judiciaries. We always think of the customers’ needs first and work forward from there. Crucially, we try to develop products that satisfy, and customer involvement is essential for us to be consistent. We aim to deliver new features to our product after every three-week development period. This three-week release cadence allows us to react to the changing needs of our customers and the changing regulations they work against. 

 
Our software engineering team follow the Agile Scrum process and over time we have found that a three-week sprint period works well for us. On the first day of each sprint, we look forward and plan, on the last we review the work we’ve completed and share what we’ve learned. Separately, we discuss the way in which we worked in a more general sense at our sprint retrospectives. This is where we discuss and refine our development process. Each day, our development team meets to give a summary of what they’re working on. Collaboration plays a major role in what we do. The main objective of our stand-up is for each team member to offer and seek advice on how and what we’re all building on that day.  

 

How do you identify and address updates? 

 

Work items for the development team arrive at weekly refinement meetings. These refinement meetings allow the development team meet with stakeholders to gather requirements and set priorities. It’s the development team’s responsibility to estimate the complexity and deliverability of requirements by analysing each requirement from a technical perspective. During a refinement meeting, we may agree to design a prototype for, or investigate further, some requirement that needs clarification. At the following refinement meeting we may present our designs or findings to the stakeholders. Once we are agreed on the design and requirements of an item it’s ready for planning. During planning, the whole development team gets involved in setting a path towards building out the requirements successfully. This always includes a serious discussion around confidentiality, integrity, availability, scalability, security, and performance. 

  

How do you and the team delegate tasks? 

 

As technology moves quickly so does our product, and development team members will always hold varying degrees of experience with our product areas. To identify product area leaders within the team we maintain a skills matrix for each development team member that defines both product areas and a self-assessed measure of confidence in each product area. The skills matrix helps us identify our product area leaders and those in need of experience in a product area.  

 

During refinement, we record a complexity level estimate against each work item. During planning, we might allocate a task with a low complexity estimate to a developer in need of experience in a product area. Equally, we might allocate a task with a high complexity estimate to a more experienced team member. This process encourages skills growth and knowledge sharing within the team. 

  

How do you manage the updating process? 

 

We maintain a process improvement guide as part of the last meeting in our sprint, our sprint retrospective. This is a living document that sets out the development team’s own process. During the retrospective, we discuss the team’s capacity and the timebox we allocate to each meeting we hold.  

 

Currently, we timebox 5.5 hours to plan the work of each sprint. Sometimes work items have an obvious path to conclusion while others require a deeper discussion, and so the planning duration for individual work items is variable. We find our process provides a great opportunity for everyone to discuss technologies, pitch approaches, and gain exposure to areas of the product they may not otherwise have been exposed. Knowledge building and sharing is a key component of our process. 

 

To find out more about or latest updates join our mailing list here. 

Five Tricks To Help Power Up Your E-Bundling

E-bundling has fundamentally changed the way in which court bundles are created. In addition to saving time and allowing you to collaborate with colleagues from anywhere at any time, utilising the additional features that Bundledocs offer can elevate a user's experience. 

Our support team liaise with our customers daily and they have identified the features that our customers regularly enquire about when creating bundles. Read on to see how you can take your bundle creation to the next level.  


Sort documents chronologically 

When preparing large bundles for court there can be a lot of documents that will be worked on. If you are preparing your documents and you need to sort them by date you can do this easily with Bundledocs – in just a single click. To do so, show the documents dates on screen. Following this, you have the option to amend the document dates if needed. Clicking the ‘sort by date’ button will automatically display the dates of each document in your bundle by ascending order. If you are required to present them in descending order, simply click the button again and it will change the filter automatically.  

To see this in action you can visit our dedicated tutorial How to Sort Documents in Date Order.

Move your documents 

When creating bundles, there are numerous documents added throughout the process. Depending on how your bundle is to be presented you may need to move some documents around. We make this easy for you, with the click of a mouse, you can simply move around the order of your documents into your desired structure. Need to move more than one document? You also have the option to select each file and number them in in the order you would like them to appear.  

 

Create a custom index 

In order to meet court requirements creating a custom index within your bundle is vital. The good news is that with Bundledocs this can be done in a simple click. Your first step will be creating sections and adding documents before generating your bundle. Once you generate your bundle your document will be instantly indexed, sectioned, numbered, and hyperlinked. There are many ways that you can customise your index such as changing the title, including dates, removing the index entirely – or even by uploading your own index. With Bundledocs you have the freedom to create an e-bundle that will meet your specific requirements.

Contact our support team for free setup and access to our free templates. 

 

 

Remove section index page 

With Bundledocs you can automatically generate a complete index which is fully sectioned, numbered and hyperlinked for easy navigation. However, in some cases your bundle will not require an index. For instances like these you can remove your section index pages in three simple steps – simply generate the bundle, expand the ‘Section Pages’ section and select ‘Remove Section Index Pages’. Now your e-bundle is ready to go.  

To see this in action you can visit our dedicated tutorial How to Remove Section Index Pages

Share your files securely 

When it comes to sharing your final bundle with clients, colleagues, and the court with Bundledocs you can do so securely. Our ISO 27001 accreditation ensures that your confidential data always remains secure. When sending via email for an added level of security you can password protect your documents ensuring that only those who have the password can open the email.  

With emails the data limitations mean that your bundle may have to be split into sections. To eradicate this, you can share your bundle via our secure share function which allows you to share bundles with a third-party securely with full visibility on when the files is received and downloaded.  

 

If you want to find out about our additional features to make your bundling process even easier get in touch with our support team today.  

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