Training Tip: Drag & Drop Files

For Bundledocs users, creating bundles has never been easier. Our software enables them the flexibility they need to create the perfect bundle.

When creating your bundle, the ‘Drag & Drop’ function can be used in a number of ways. Firstly, it is used to easily move files from the ‘Storage Area’ (where case documents are stored) into your bundle. Secondly, it is used to arrange and re-arrange files within your bundle.

How do I drag and drop files?

1. Click & hold file with your mouse pointer

2. Move the mouse to the area you want to move the file. 

3. Release the mouse pointer in this area, to insert the file.

Need more help? We offer free training and support to all Bundledocs users. Contact us today if you have any questions. Our team is happy to help!