Tikit P4W

Bundledocs Announce Sponsorship of P4W National User Group 2020

Bundledocs is delighted to announce we are sponsoring and showcasing at the upcoming virtual P4W National User Group Conference.

P4W National User Group 2020 - Bundledocs

For Partner for Windows (P4W) users and integration partners alike the National User Group is one of the highlights on event calendar each year. It’s always great to meet with some familiar faces, as well as meeting some new ones, and get up to date on all things P4W.

In line with other large events, and to ensure the safety of all, this year the event to moving virtual. However, although the event may be taking a different format, the aim of the event will remain the same. A jam packed agenda covering everything you need to know about P4W.

That’s not all. During the event the Bundledocs team are thrilled to be hosting a special workshop on the day so keep your eyes pealed for more exciting info to come!

We can’t wait to see you all virtually in November, so be sure to book your spot.

P4W National User Group Conference Details

Thinking of attending the Tikit P4W National User Group Conference 2020? Here’s what you need to know…

When: Thursday, November 19th

Where: Online

Time: The event kicks off at 09:00am

Stand: Come see our team at the virtual Partner Pavilion

Conference Passes: Register for #P4WNUG here. 

Ultimate Guide to Preparing Family Law Ebundles with Tikit P4W - Free Webinar

With the new court requirements on ebundles coming into force in recent weeks, Bundledocs is hosting a webinar with our partners Tikit P4W focused on all things bundles. So if you’re family team is looking for a solution to help them with the production of ebundles whilst working remotely, this is the webinar for you.

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Not heard of Bundledocs before? Bundledocs is specifically designed to help legal professionals quickly and easily prepare court bundles, binders and booklets from anywhere. It includes everything you need to get the job done - from cloud document storage, producing digital bundles, sharing with counsel, adding annotations, updates and much much more. Discover more about Bundledocs court bundle software.

WHAT WILL OUR WEBINAR COVER?

Our upcoming webinar will cover everything your Family Department needs to electronically prepare document bundles with Tikit Partner for Windows (P4W) and Bundledocs. Come join us to discover...

  • Automatic Numbering: Never paginate a bundle again. Discover automated pagination, instant updates and our awesome late inserts.

  • Custom Indexing: Using a sample family bundle let us show you how you can customise your automated index to suit your house style and court requirements.

  • Securely Share Bundles: Bundledocs built-in secure share and collaboration means you can instantly share bundles of any size with clients, counsel or any third party

  • Webinar Exclusive! Be the first to see our latest launch - Bundledocs Burst.

HOW CAN I REGISTER?

Come and join us! The webinar is taking place on Tuesday, April 28th at 11am BST. Be sure to book your spot today.

Unable to attend the webinar? Register anyway and we will send you a copy of the recording. Or if you can’t wait until then, why not book a free online demonstration at a time that suits your team best.

Bundledocs Announce Sponsorship of Tikit P4W National User Group 2019

The news is out! Bundledocs, a Tikit P4W partner, is thrilled to yet again sponsor and showcase at the upcoming Tikit P4W National User Group Conference.

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This year we are delighted to return to the BT Centre for the Tikit National User Group as gold sponsors. If you’re a Tikit P4W user then this is the event to be at. This year promises to be the best one yet and the agenda is jam packed covering everything from the Tikit User AGM, workshops, updates on new feature releases, enhancements and exploring the product road-map, to name just a few…

During the event the Bundledocs team will be hosting a special workshop to discuss paperless working and how to make a paperless office a reality. So if you’re interested in reducing paper waste, reducing bundling costs and increasing efficiency in your practice, then come join us.

Will you be attending the Tikit P4W NUG 2019? We are delighted to be exhibiting alongside some awesome legal tech solutions including InfoTrack, The Link App, Perfect Portal and much more. Can’t wait to see you there!

Tikit P4W National User Group Conference Details

Thinking of attending the Tikit P4W National User Group Conference 2019? Here’s what you need to know…

When: Thursday, November 21st - Friday, November 22nd 2019

Where: BT Centre, 81 Newgate Street, London

Time: Day One begins at 09:00am and Day Two begins at 09:30am.

Stand: Bundledocs will be located in the Partner Pavillion.

Conference Passes: Visit Tikit’s Events page for full details on Delegate Tickets and prices.

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?

 

Having trouble viewing this video? Head over to our YouTube Channel.

 

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!

How Do I Connect P4W to Bundledocs PDF Bundling Software

Calling all P4W users! If you’re looking for a PDF bundling tool to help you create document bundles, binders and booklets directly from Partner for Windows, then look no further than Bundledocs. Today’s post will cover how you can get the seamless integration setup.

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Bundledocs, a Tikit P4W Partner, makes the process of preparing bundles quick and easy. Simply take your documents from P4W and Bundledocs will instantly organise them into a neat, indexed, paginated and sectioned bundle in minutes. The PDF bundle is instantly available to download, save, share or print.

Sound good? If you’re interested in setting up an integration between Bundledocs and Tikit P4W, then here is everything you need to know…



P4W ONE CLICK INSTALL

At Bundledocs, we want to make everything as simple and seamless as possible. That’s why we have developed a simple one click install for our integration with Partner for Windows. This means that with a single click the integration connector will be instantly setup for your entire office. No need to go from desk to desk getting it setup - one click and you’re done.

Better still, our support team want to make sure you have everything you need to get the integration setup and working. Our awesome team are available to help whenever you need them. Have a question? Need clarification? Get in touch with us today!

Once the integration is setup, remember to create your Bundledocs account. If you’re new to Bundledocs and have not had a chance to see how it works, we offer a free familiarization session to get you started. Can’t wait? Check out our ‘Bundledocs - Ultimate Document Bundling Software’ video for a quick look at how it works.


TIKIT P4W INTEGRATION WITH BUNDLEDOCS

(Discover the Ultimate PDF Bundling Tool)

Where can you access the integration with Bundledocs from Partner? The Bundledocs integration is available within the ‘Partner Task Panel’. Within this area you will be able to see the Bundledocs Icon. Simply click this icon to launch the ‘Sender for Partner’ upload window.

From here you will be able to select case documents and choose which bundle/section to upload the documents into. That not all? Our integration allows you to easily re-name files, drag and drop to re-order, remove or even change document dates etc.

 

Having trouble viewing our Integration with P4W video? Visit our Bundledocs YouTube Channel for our complete range of videos.

 

Bundledocs integration with P4W will help you instantly produce PDF bundles directly from your Partner for Windows case file. With our incredibly easy to use tool you can help reduce costs, create efficiencies and save massive amounts of time. What’s not to love?

Here’s what you need to know to get started…

  • VIDEO: Our ‘Bundledocs Partner for Windows (P4W) Integration’ (above) will give you a quick overview of how our integration connector works.

  • MANUAL: Our complete User Manual can be downloaded at any time directly from your Bundledocs account. Simply login to Bundledocs now and download a copy.

  • FREE FAMILIARIZATION SESSION: That’s not all. We even offer a free introduction to Bundledocs and P4W session to help get you up to speed on how Bundledocs works. We can arrange for a time that suits you and your team. It’s a great opportunity for us to answer any questions you have too.

Not ready to install just yet? No problem. Get in touch with our team today with any questions you have or book an online demonstration so you can see for yourself how quick and easy it is to create the perfect PDF bundle using Bundledocs and Tikit TFB Partner for Windows.