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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.  

How To Create More Than One Bundle With Bundledocs?

Are you new to Bundledocs and wondering how you can create more than one bundle? This post will hopefully cover any questions you have. Let’s jump right in.

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How To Create a Bundle with Bundledocs?

If you’re new to Bundledocs and need help getting started creating your first bundle, then these are the 5 steps you need to create your bundle from scratch. We’ve included a short video ‘How To Create A Bundle in Minutes’ showing you this in action and make sure to visit our YouTube channel to discover even more!

  1. Create a Bundle

  2. Upload Documents (upload files of any type)

  3. Arrange Documents in Order (using a simple drag and drop)

  4. Generate (to customise the look and feel of your bundle)

  5. Download (your bundle is instantly available in PDF format to print or securely share)

Remember for the month of April we’re hosting live daily webinars covering the 5 steps you need to prepare an ebundle, how to electronically share with others and some frequently asked questions too. Come join us and discover how simple electronic document bundling can be! Register Here.

Wait, I want to create more than one bundle.

Is it possible to create more than one bundle using Bundledocs? Of course!

The number of bundles you can prepare at any one time depends on the plan you’re on. For most of you, if you need to create another bundle, simply repeat the steps we’ve covered.

If you’re using our free trial or have already subscribed to our Self Litigant package, then get in touch with the Bundledocs Sales team. They are on-hand to get you setup with a plan that suits you and your bundling needs. Get in touch with them today, there’s a plan for everyone!

Any other queries about Bundledocs? Get in touch and let us help you.

How To Move A Section From One Bundle to Another

Did you know you can quickly and easily copy a complete section from one bundle to another? It’s true! In today’s post we will cover the steps you need and we’ve even included a short video so you can see it in action. Let’s take a closer look…

Q

How to Move Sections Between Bundles

Our support team were recently asked, if there was a way to copy a section from one bundle to another? One of our users had created a new bundle and rather than re-uploading the same documents, they were looking to see if there was an easier way to do this? It sure is!

If this is something you were wondering too then we’ve good news for you. It’s definitely possible and better still, it only takes a few steps. Here’s how it’s done…

  1. Open your Bundle. This bundle contains the section you would like to copy

  2. Select the ‘'Edit Details’ button to the right of your section. A window will appear

  3. Expand the ‘Advanced’ area

  4. Within the ‘Copy/Duplicate/Xerox’ area, from the drop-down select the bundle you would like to move this section to

  5. Select ‘Copy’ to complete the copy. The bundle you have copied the section to will immediately open so you can re-name the section and begin updating straight away.

Check out our new video ‘How to move a section from one bundle to another’ video to see these simple 5 steps in action. Here it is:

 
 

Any other queries about Bundledocs? Make sure to get in touch with our support team. Or why not download a copy of our manual - it covers everything you need to know!

How To Delete Pages from a Document in Bundledocs?

Did you know Bundledocs has a range of document manipulation features to make it easy to customise your bundles and documents ensuring you create the perfect bundle every time. In today’s post we’re going to show you how to easily remove pages from any document.

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How to Delete Pages from Any Uploaded File

Our support team often get asked if it’s possible to delete pages from a file they’ve already uploaded into Bundledocs? or if it’s possible to delete blank pages within an uploaded document? It sure is. In addition to our Page Range and Split Range features, our new range of in-browser document manipulation features makes it simple to ‘reduce‘ pages from any uploaded document. Here’s how it’s done.

  1. Select the document preview window to the far left of your document to launch the preview screen

  2. Select the document manipulation icon (this is the book icon on the left). This will reveal our range of document manipulation features including rotating, reordering, splitting, de-skewing, sealing and reducing.

  3. You can see all the pages in this document on screen. Double click the pages you would like to remove. Selected documents will be highlighted in blue.

  4. Simply select ‘Reduce’ to remove these pages from the uploaded document.

  5. Select ‘OK’ to confirm that you would like to remove these documents. All pages will be instantly removed.

We’ve created a short video (it’s only 25 seconds long) ‘How To Delete Pages From Your Bundle’ so go take a look and see it in action.

Any other queries about Bundledocs? Make sure to get in touch with our support team. Or why not download a copy of our manual - it covers everything you need to know!

How Do I Delete a Bundle from Bundledocs?

Need to delete a bundle from your bundledocs account and unsure how? In today’s post we will take you through the 4 simple steps needed to delete a bundle. Let’s discover how.

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How to Delete a Bundle

Our support team are sometimes asked, if there’s a quick way to delete a bundle? There sure is and it only takes a few steps. Here’s how it’s done…

  1. Visit Bundledocs via app.bundledocs.com

  2. From the home page, select the ‘Edit Details’ button to the right of your bundle

  3. The ‘Update Bundle’ window will appear. Select the red X in the bottom left of the window

  4. A confirmation window will then appear. If you would like to delete this bundle, confirm by selecting ‘OK’. Your bundle will be instantly deleted from Bundledocs

That’s it. Your bundle has now been successfully deleted from your account. If you’ve any other queries about Bundledocs make sure to get in touch with our support team. Or why not download a copy of our manual - it covers everything you need to know!