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How to Exclude a Document from your Bundle - Training Tip

How can I exclude an individual document if I do not want it appearing in my bundle?

1. Edit Document Details. To exclude a document from your completed bundle, simply select the 'Edit Details' icon. This is located to the right of any document. 

2. Expand 'Advanced'. A window will then appear. Select 'Advanced' to expand this section. 

3. Exclude Document. Select the 'Include/Exclude' icon to exclude this document. 

4. Update Changes. Select 'Update' to complete. 

5. Document Excluded. That's it! This document is now excluded from your bundle. 

 

How do I know if a document is excluded from my bundle or not?

Bundledocs makes it easy to see - at a glance - any document that has been excluded. Simply take a look at the document name. Any excluded document will appear with a strike-through the document description. 

 

Want to learn more? Make sure to download a copy of our manual to learn everything there is to know about Bundledocs. This is available to download within your account so login today!

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Automate Document Bundling with Bundledocs

Bundledocs recently attended the Legalex Exbo in London. Missed the chance to see Bundledocs in action? No problem. You've come to the right place.

For those new to Bundledocs - Bundledocs is a unique and powerful document bundling solution designed to help speed up important document preparation. Effortlessly prepare professional briefs, reports, eBooks or document bundles in minutes. What's great is each bundle is automatically indexed, paginated or bates numbered, ordered, bookmarked and hyperlinked. 

Want to see how it works? Check out our '5 Steps to Create a Bundle' video below or get in touch with our team. We provide free online demonstrations so book your free demo today!

 

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Top 5 Reasons to Choose Bundledocs

Speed up document preparation with Bundledocs

Speed up document preparation with Bundledocs

1. Create Bundles That Impress: Don't waste time on repetitive manual tasks. Effortlessly prepare professional bundles that make an impression with Bundledocs. Highly intuitive and fully automatic, creating bundles has never been easier.

 

2. Effortlessly Integrates with Leading Systems: We know integrations are important to you. At Bundledocs we have linked up with the world's leading case and document management systems. Partners include Box, Clio, NetDocuments, Worldox, Tikit TFB, to name just a few.

 

3. Full Functionality On Any Device: Whether you are using a phone, tablet, laptop or desktop - Bundledocs is the solution for you. No longer confined to the office, you can create complete bundles from scratch or simple view completed bundles. Effortlessly work from any device, from any location and at any time.

 

4. Multi User Collaboration: Transform the way you produce bundles. Collaboratively work with colleagues or third parties. With a range of collaboration solutions available producing bundles will never be the same. 

 

5. Cloud Or Desktop. You Decide: Bundledocs provides the same powerful features regardless of what solutions you choose. With both our cloud and desktop solution. Choose a solution that suits you best. 

 

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Feature Focus: Securely Send Bundles

Transform the way you produce bundles with Bundledocs

At Bundledocs we are dedicated to helping you produce professional bundles - from start to finish. We are continually developing new features to help make this process even easier. Recently, we launched a new enhancement to our 'Forward Bundle to Third Party' feature. 

For those that are not aware, our 'Forward Bundle to Third Party' feature enables you to securely forward a security protected bundle to any third party. This is particularly useful for users generating large bundles, which may be too large to send via email. Even better, any bundle can be sent to third parties, regardless of their location or even time zone.  

What's new with the Forward Bundle to Third Party? 

New Feature! Did you know you can now automatically generate a password - and all with the click of a button. Simply select the lock icon, as shown above. Bundledocs will immediately generate a password which the recipient will use to access your completed bundle. Simple!

For full details, check out our complete training manual today. 

Why Choose Bundledocs?

Video: Working with Document Dates in Bundledocs

This week Bundledocs announced the introduction of our new dates features. Our latest release will enable you to effortlessly include document dates within your completed index - and all with the click of a button!

Document_Dates_Bundledocs.png

When it comes to creating documents for court, Bundledocs is the one tool you need. We automatically handle document indexing, pagination and the creation of a single downloadable PDF bundle. It’s instantly ready to save or electronically share with others.

With Bundledocs you can customise the look and feel of your bundle to suit your requirements. Upload a custom cover page, a custom index page, watermark and much much more.

One thing we get asked about time and time again is the ability to handle document dates. Yes - Bundledocs allows you to include document dates in your bundle. You choose the date format and easily change if needed. Better still, we even include functionality to allow you to sort documents in date order with a single click.

Don’t believe us? Check out our ‘Working with Document Dates’ video to see it in action...

Interested to learn more? Download your FREE copy of our manual today and find out everything there is to know about working with dates - as well as so much more. 

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