PRODUCT

Securely Share Bundles with Bundledocs - Video

Take a closer look at Bundledocs Secure Share...

Wouldn't it be great if there was a way to send your bundle to someone when it's all finished? Well, there is, you simply download your bundle (it's immediately ready in PDF format), attach to your email and that's it.

If this works for you then perfect! However in some cases you may need a way to securely send a password protected bundle to others. Or perhaps your bundle is too big to send as an attachment. Worry not, Bundledocs has got you covered with our Secure Share - or better known as Bundledocs Forward Bundle to Third Party.  

How does it all work? Our secure share allows you to share a password protected bundle with anyone. For example, legal professionals find it great if they need to share with outside counsel, Barristers, other side solicitors etc.

The recipient (whoever you send the bundle to) will then receive two emails, the first with their unique password and a second, with a link to download the bundle. You have complete control and can use our automatically generated password or even set your own. 

This will allow the recipient to have one time access to your bundle. If you need to send again at a later stage, just repeat this step. Simple. 

Rather than giving a list of screenshots, we have created a little video (it's only one minute long), to take you through how it all works. We even show you what your recipient will see, so check it out!

 
 

Any questions? Want to give it a try for yourself? Get in touch with our team today. We will be happy to assist in any way we can. 

Electronic Transaction Deal Bible Software for Lawyers

Are you on the hunt for an efficient and cost effective way to store, search, retrieve and share large numbers of documents? You're in luck... we have just the solution for you. 

So first things first, what is a transaction bible? According to Thomson Reuters a transaction bible is defined as “the set of main documents in a transaction which are grouped together for ease of reference".

When you come to the end of a large transaction and the deal is completed, there will more than likely be a large number of transaction and case documents that every lawyer or in-house legal department will need to hand over to their client. That's where Bundledocs electronic closing binder software comes in. 

How does it work? Simply gather your case documents into Bundledocs, apply customisations and then securely distribute or share with clients and relevant parties. It is ideal for anyone that needs to create a corporate or transaction deal bible, closing bible, mergers and acquisitions, property deed packets, trial bundles - really any type of electronic bible.

Ready to find out more?  Let's jump right in...

 

Include Key Documents

With Bundledocs you can easily upload any type of document such as word documents, PDF's, excel, images, emails etc. All documents are automatically converted to PDF on upload. Don't worry, you can still download the document in its original format, if needed.

 

your index created automatically

As part of your transaction bible you will need to create an index page listing the schedule of documents to be included. With Bundledocs, this index page is created automatically. Yes, that's right. All you need to do it click one button. 

That's not all. Every index page created in Bundledocs is automatically hyperlinked. Imagine how much time and effort this could save when working with large numbers of documents or if any changes are needed. 

Then if that wasn't good enough. Bundledocs also automatically creates bookmarks to reflect your index page. Between this and the hyperlinked index you can easily jump from one section to another and move through your electronic bible with ease. Magic!

 

Fully Searchable Electronic Bible

Ensure your electronic binder is fully searchable. Bundledocs offers powerful OCR functionality as standard. For you, this will mean that your bundle is fully searchable - even if you have scanned documents. Find what you want, when you want. 

Again, this is all possible with the click of a button. 

 

Apply Corporate Branding

With a range of customisations available you can include company branding on every electronic bible created. Effortlessly apply your firms corporate branding such as custom cover pages, fonts etc. 

 

The End Result

Every electronic bible created in Bundledocs is immediately available in PDF format. From here you can choose how you would like your bible distributed. For example: 

  • Hard Copy: Download and Print

  • Electronic Format: Save a copy of your binder to a CD/DVD or USB

  • Share: Securely email your binder directly from Bundledocs. Even better securely invite others to access your bundle. You bibles are held in a central location so why not invite the relevant parties to access your bundle in Bundledocs?

However you want to share your completed electronic bible, Bundledocs has an option for you. Need any help? Whether you are a long-time customer or just taking a look, our dedicated team are happy to assist. What are your waiting for - get in touch with the Bundledocs team today! 

 

Court Bundle Software that Lawyers will Love

If you are on the hunt for a solution to help you effortlessly prepare court bundles then you've come to the right place. Bundledocs is your one-stop-shop and has everything you need to create the perfect court bundle. Let us take you through just some of the reasons you need Bundledocs... 

One Word. Automatic.

Why waste time on time consuming tasks when Bundledocs can do it all automatically. So how does it work, you ask? Just take a load of documents from your case management system, folder or anywhere. Bundledocs organises them into a neat, numbered, sectioned booklet in minutes. It's immediately ready to save, share or print. Forgot anything or need to make a change? No problem. Bundledocs can re-organise itself instantly. 

It ticks all the boxes - simple, easy to use, time saving and massively efficient. 

 

Always find your documents.

Here at Bundledocs we want to make the process of creating bundles simple. We have developed integrations with a range of partners including iManage, TikitTFB Partner for Windows, NetDocuments, Worldox, Seneca, Dropbox and many more. (Check out more of our integration partners here). That's not all. You can also easily find documents from your folders, computer and effortlessly drag and drop them directly into Bundledocs. 

 

Need to work with others?

When it comes to creating bundles for court, you don't have to work alone. With a range of collaborative features available you can easily work with anyone - regardless of where they are. You can securely forward your bundle or even invite colleagues, counsel or any third party to collaboratively work with you. 

Not only does this make it simple to work with others but it can also significantly reduce the amount of time and paper wasted. Win, win!

 

Did we mention we're cloud first. 

When we say we're cloud based, we mean it. As a completely cloud based solution, you can work on bundles any time, any location and from any device (desktop, laptop, tablet, phone). This is ideal for modern law firms as it means you are no longer confined to the office and it will work exactly the same, regardless of where you are. 

Not able to move to the cloud yet? Not to worry, we've got you covered. We also have a local on-premise version of Bundledocs (it works just the same) for those that are not ready to move to the cloud. Get in touch to find out more. 

 

Well the search for the perfect court bundle software is over. Ready to take the next step? Why not get in touch with our team to arrange a FREE online demonstration or start your FREE 30 day trial to try it for yourself. Get going today!

Can I set a default template in Bundledocs? - Feature Focus

At Bundledocs, we are continually adding new features to help with the creation of your court bundles, trial briefs.. or whatever pdf binder you need to prepare. One feature our customers love is the ability to use templates, as it saves them having to create sections, apply customisations etc.

In today's post we will focus on how you can set default templates in Bundledocs. By using this feature, every time you hit the 'New Bundle' button (to create a new bundle) Bundledocs will automatically use this template. Don't worry, this can be changed at any time or you can even choose a different template for each new bundle you create. With so many options, simply feel free to choose an option that works for you.

Let's jump right in... how do you set a default template in Bundledocs? 

template_on.png

1. Set Default Template: Simply select the button to the right of your template to mark a template as a default. You can quickly see at a glance if the template is chosen as a dot will appear in the centre of the button.

2. Change Default Template: To change a default template to any other templates created in Bundledocs, simply select another template button. 

3. Remove Selected Template: You can remove your default template selection at any time, by simply selecting the button again. The dot will no longer appear in the centre of the button. If no button is selected then no template is selected. 

 

That's it! If you would like to give it a go for yourself make sure to login to your Bundledocs account - or better still download a copy of our complete training manual to discover everything there is to know about using templates in Bundledocs. Any questions? Let our support team know - they are happy to answer any queries you may have.

A Cloud First Solution for Preparing Large Volume Cases for Court

Are you on the hunt for a solution to help with the preparation of briefs, bundles or booklets for court? Then look no further - Bundledocs is the solution for you. 

Bundledocs is ideal for paper heavy civil or commercial law cases or really any case involving large volumes of documentation. It can help make you more efficient, help save time and can greatly reduce the overall case costs. In today's post we will take a look at just some of the reasons to choose Bundledocs for your firm. 

 

Manage Large Volume Cases without Issue.

If you are working on large volume cases then Bundledocs is the ideal tool for you. Our unique and powerful solution sets the standard when it comes to electronic document bundling. With Bundledocs (here comes the science bit!) computational resources are added and subtracted in-line with demand. Basically for you, this means no stalling, no crashing and no issues - regardless of the size of bundle you are producing. 

 

Accessing your documents is simple.

With Bundledocs you can upload documents directly from any folder or your case/ document management system. We have already developed seamless integrations with partners including iManage, NetDocuments, TikitTFB (Partner for Windows), Clio and Worldox, to name just a few.

Discover more about our integration partners. 

 

Collaboratively Work with Others. 

Collaboratively work with colleagues, Counsel, Barristers, co-workers etc. Share bundles, keep copies of drafts, work together on the final bundle, all sorted for access anytime. Allowing you to work more with less paper!

 

Interested to learn more? Why not book your free online demonstration or get in touch with our team to get setup with a free 30-day trial, without obligation. 

Get Started with Bundledocs Today...