PRODUCT

The Simple Way to Create a Digital Binder

If you're on the hunt for a tool to help you create digital binders, then you've come to the right place. At Bundledocs, we help you do one job. Create document bundles, electronic binders and booklets from anywhere. Ready to discover how Bundledocs can help you?  

How to create a digital binder with Bundledocs? 

Bundledocs electronic closing binder software makes the whole process of creating digital binders simple. So how does it work?

  • Gather your Documents: The first thing you will need to do is upload your documents into Bundledocs. You can upload directly from your computer or we have integration links with the worlds leading solutions like iManage, NetDocuments, Tikit Partner for Windows, Dropbox, Actionstep, Clio - to name just a few.

  • Put it in Order: Once your documents are uploaded, you can adjust the order, group them, redact any text you don't want included in your completed binder - and that's it!

  • Generate: When you're ready, simple click the magical generate button. This will collate all your files into a single PDF digital binder. It will automatically create the table of contents/index page for you. It's hyperlinked and bookmarked so you can quickly jump to different parts of your binder.

  • Download or Share: As Bundledocs is cloud based you can easily send a copy to anyone that needs it or simply download and print, if you'd prefer.

 

Bundledocs is so simple to use, you won't even need training. But if you do, we're here to help. We can give you a quick call and take you through how it works. Or you can access our complete user manual at any time, directly within your account. 

Don't just take our word for it. In a recent article by Jason Plant (www.jasonplant.co.uk) he discussed the simplicity of Bundledocs:

“I got a demo of Bundledocs the other week and thought it worth a mention, mainly because it ticks a box I’ve blogged about previously. Simplicity. The product demo took about 10 minutes, simply because the product does it’s one job easily.”
— Jason Plant (www.jasonplant.co.uk)

 

Read the article in full: Complexity is your enemy any fool can make something complicated it is hard to make something simple.

Ready to give it a try for yourself? One of the great things about Bundledocs is it can be accessed any time, any place directly from your browser. There is no need to wait for setup and install. So whether you are looking to avail of our free 30-day trial or want to sign up straight away, access Bundledocs now to get going. 

Need more information before you get started? We would love to hear from you so get in touch with our dedicated team today for more product information or to arrange a demo for you and your team. 

How do I add annotations to my digital binder using Bundledocs - Video

Bundledocs electronic closing binder software makes adding annotations to your digital binder simple. In today's post we will take you through the latest annotation features available and will even include a short video to show you how it all works. 

Bundledocs_Annotations_May_2018.png

 

Annotations with a Difference

Our range of annotations include the ability to highlight important text, add comments, create document reference links and even completely redact confidential information (ensuring no trace-ability) from your pdf binder.

But that's not all. With our unique design you can do so much more with annotations. What's this you ask?

When introducing new features we give a lot of thought to the way you create and build binders. After all, our aim is to make it as simple and effortless as possible. For that reason we have designed annotations to be applied to the documents rather than on the completed bundle. 

With this there is absolutely no change to the way you apply annotations. Really, the main difference is the amazing flexibility and benefits it offers you! These include: 

  • No Annotations Lost. If you apply updates or re-generate your bundle, you don't have to worry about losing any annotations. As they are applied to the documents you can make as many changes as needed and all your annotations will still be there!

  • You Decide What Annotations are Included: With every generation of your bundle, you can choose what annotations are included and added to your bundle.

  • You Decide Who's Annotations are Included: If you are working with others, you can even choose which person's annotations are added to each bundle you generate.

  • Effortlessly Add Private Comments: When working with others on a bundle, you may want to include some personal comments that only you can see. With Bundledocs you can! Not only that, you can choose whether you want to include them or not in each bundle you generate.

  • All-in-one Solution: Bundledocs handles everything from pdf conversion, document bundling, secure sharing, collaboration and annotations. No need to purchase a range of solutions, get Bundledocs and get the results you want!

 

A New Way to Annotate

Before developing our range of annotation features, we spoke with a number of clients to discover the real pain points of annotations. For many this was dealing with updates and changes to their bundle (once the annotations are already applied). 

As many of you know, making changes in Bundledocs in simple. You can easily add documents, make amendments and with one click your entire bundle is instantly re-numbered, re-indexed, re-hyperlinked, re-bookmarked etc. We even have our late inserts feature for times when you want to add documents and not affect the existing table of content and page numbering. 

When developing our range of annotations, we wanted to make them as user friendly and flexible as possible. With other solutions, the annotations are added to the final completed bundle. But what if changes are made? All these annotations and all the work you've done is lost when an updated version of your binder is produced. 

That just didn't seem right. That's why we developed our annotations with a difference. 

For you there is absolutely no change to the way you apply annotations. Simply add your annotations (highlights, comments, redactions, pin-point links etc.) and save. The real difference is we add the annotations to the original documents, rather than on the completed binder. Meaning if you update or re-generate your bundle, nothing is lost. Make as many changes as you need and your annotations will still be there!

 

HOW DO I ADD ANNOTATIONS TO MY DIGITAL PDF BINDER? 

Check out our short video (it's only 3 minutes long) to see how simple it is to add annotations to your digital pdf binder using Bundledocs. Take a look now...

 

If you are interested to learn more about our new range of annotation features then login to your Bundledocs account and give it a try for yourself. Any Questions? Our team are on-hand to help so get in touch today!

A New Way to Move Documents in Bundledocs - Feature Focus

Are you a Bundledocs user? Then we've got great news for you. Our team recently added an amazing new feature to make moving documents even easier!  

Moving_Documents_in_Bundledocs_2018.png

If you use Bundledocs, you know how quick and easy it is to move documents. All you need to do is drag and drop! But if you thought that was good, wait until you see the new feature we've just added. We know you're going to love it! 

Before we jump into showcasing the new way to move documents, let's quickly recap how it's currently done...

  • Move a Single Document: Select the document then drag and drop into place.

  • Move Multiple Documents (at once): Moving multiple documents in one go works similarly. You will simply need to select all files you want to move first, then drag and drop into place. All documents will then be moved in the order in which they are selected.

 

A New Way to Move Documents

Our team recently added a new feature to help make moving documents even easier. It works great when working with large volume bundles or bundles with loads of documents and sections. So how does it work? 

It's simple. Select the files you want, in the order you want them to be moved, then click where you want them to go. No need for dragging and dropping. Just click and everything is moved in a second. We've created a short video so you can see it in action. 

We're excited for you to give it a try. Remember, if you have any questions on how it all works, get in touch with our team or download a copy of our complete training manual.

Can I change how my documents are numbered in Bundledocs? - Q&A

Can I change how the documents are numbered or paginated in Bundledocs?

Can I change how the documents are numbered or paginated in Bundledocs?

If you need to paginate documents then look no further than Bundledocs. Bundledocs offers you incredible flexibility when it comes to numbering your bundle. Before we get started, we should mention that it's completely automatic so any numbering can be applied and even changed with the click of a button. Just think of how much time and hassle this could save you!

“Can I change how the documents are numbered or paginated? I would like to choose the page numbers i.e. A1, A2, A3 - rather than just numbers?”
— New User Query

When it comes to numbering and paginating your bundle you can choose how you want it to appear. This is all done within the 'Generate' area. Recently, our support team received a query asking it is was possible to add page numbering in the format - A1, A2, A3? Yes, it sure is. Here's how...

 
Prefix_Page_Number_Section_Number_Bundledocs_Pagination.png
 

  1. Within the generate area, expand the 'Page Numbering' area. 

  2. Click the option 'Prefix Page Number with Section Number'. This will change your number to appear in the format 1.1, 1.2, 1.3 or alternatively, A.1, A.2, A.3 - depending on what format your sections appear in. 

  3. That's it. Click the 'Generate' button to complete and download. 

 

That's just the beginning. When it comes to paginating and numbering your documents in Bundledocs, we offer a wide range of options. For example, you can choose to restart page numbering at the beginning of each new section; choose where it appears; or even remove it entirely. That's not all. For those that require bates numbering or the inclusion of leading zero's/numbering, this is all possible. Get in touch with us to find our more. 

 

Interested to learn more? If you are already a Bundledocs user then make sure to grab a copy of our complete training manual. Or if you are new to Bundledocs then start your free (no obligation) trial today. 

Top Tip! Bundledocs Templates helps make bundle creation even easier. Set your structure, format for your bundle and set any customisations (like page numbering). Then every time you create a bundle using this template, all these settings will be pulled in automatically. 

 

Relevant Links: 

Bundledocs Integration Partners

A Cloud First Solution for Preparing Large Volume Cases for Court

Bundledocs eBundling Solution - GCloud 9 Approved Supplier

Bundledocs Powerful Electronic Binder Software - Get Started Guide

How to Index Legal Documents - A Lawyers Paperless Office

Get the Most from Bundledocs - Free Training

Our FREE webinar is taking place on Thursday, April 5th at 11.00AM

Our FREE webinar is taking place on Thursday, April 5th at 11.00AM

At Bundledocs we're always adding new features to help make your life easier - at least when it comes to preparing bundles! To help get you familiar with some of these great new releases, we are running a FREE training webinar on Thursday, April 5th.  

Interested to learn more? Join us for this quick (it's only 20 minutes) and informative webinar and see how you can...

  • Move with a Click: Discover the new way to quickly move files. Perfect for big bundles.

  • Late Inserts: We all know it's easy to make changes. But did you know you can add documents at the last minute - without disrupting the existing number sequence?

  • Zip-It: Send bundles in a zip file. Great when you need to include audio and video files.

  • Collaborate: See how to add collaborators and work with anyone outside your office.

  • Annotate: We're about to launch our new annotations features. Discover it before anyone else. Sneak Peak!

How can I register?

Come and Join Us! Our webinar is taking place on Thursday, April 5th at 11:00AM GMT. Register today to book your place.

Unable to attend? Get in touch and we can send through a recording of the session directly to you. No need to miss a thing! 

Get Started with Bundledocs Today...