Create PDF Bundles Directly from your P4W Case File - PDF Bundling Made Easy

Bundledocs, a Tikit P4W Partner, makes the process of creating PDF bundles simple. It can all be done direct from Tikit Partmer for Windows with our awesome integration connector. Ready to discover the ultimate PDF bundling tool then keep on reading…

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Last week we hosted a webinar with the guys over in Tikit to highlight how document bundling is made incredibly simple with Bundledocs. If you missed the session and are interested to see how it all works then not to worry. We’ve gathered together everything you need to create the perfect PDF bundle in minutes. Here’s how it’s done…


HOW CAN I CREATE A PDF BUNDLES DIRECT FROM MY TIKIT P4W CASE FILE?

 

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STEP ONE: ACCESS YOUR DOCUMENTS IN P4W

Starting in your Tikit P4W Case File all you need to do is search for the documents you would like to export into a pdf bundle. Simply type your client matter code and choose what documents you would like to include. Choose any document type - Bundledocs will automatically convert them to PDF for you.


STEP TWO: ARRANGE DOCUMENTS IN THE CORRECT ORDER

Before uploading you can quickly and easily make changes to the range of selected documents. For example you can change the order in which they appear, change the document description or even amend the document date if you’re including this in your final bundle.


STEP THREE: UPLOAD TO BUNDLEDOCS

Now that we’ve decided what documents we want to include in our PDF bundle, the next step will be to choose where we want the documents to go. If you’ve already created a bundle/sections in Bundledocs then you can just go-ahead and select the final destination.

If not, then you create your bundle/sections now. All you need to do is select the ‘New Bundle‘ option to create a new bundle; or alternatively select the ‘New Section‘ option to create a new section. Click ‘Upload‘ to complete.


STEP FOUR: ACCESS BUNDLEDOCS TO COMPLETE

Once this is done your documents will be automatically uploaded from your case file into Bundledocs. From there we can go-ahead and customise the look and feel of our bundle further - only if you need to.

With click of a single button (the magical generate button) Bundledocs will instantly merge all your documents into a single PDF bundle. Even better, we will automatically create a hyperlinked table of contents page and fully paginate the entire bundle. Your PDF is instantly available to download, save, print or securely share with others. What could be better!


CREATE A PDF BUNDLE FROM TIKIT P4W - FREE TRIAL

If you’re interested in giving it a try for yourself then get in touch with us today. We will get you started with a free Bundledocs trial and even setup the integration with Tikit P4W so you can see for yourself how simple it is to create the perfect PDF document bundles with Bundledocs. Get started today!

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