If you missed the announcement, Bundledocs recently revealed that we have developed an even more seamless integration between Partner for Windows (P4W) and Bundledocs. This new integration is the 'Bundledocs Upload Helper' and has been designed to help our P4W users seamlessly and effortlessly upload files directly from Partner into Bundledocs.
What's great about the new 'Bundledocs Upload Helper' is it's simple and intuitive to use and only takes a few steps. To get started let's take a look at how we can upload case documents into Bundledocs from Partner.
1. Choose a client/ matter: Simply type the client/matter code within the field provided to instantly access your Partner for Windows database.
2. Choose a progress file: Select a progress file from the dropdown.
3. Choose document(s) to upload: Select all or simply a number of your case documents to upload into Bundledocs.
It really is that simple. If you are interested to learn more about the Bundledocs Upload Helper then get in touch with our team today. We will be happy to provide you with our complete Bundledocs P4W Integration User Guide or a free online demonstration. Get in touch today!