The Document Bundling Tool Every iManage User Needs - Webinar Recap

Earlier this month, we hosted an iManage focused webinar with our partners RBRO Solutions. During the session we had some great questions come through. In today's post we thought we'd recap for anyone that couldn't make it. Let's dive right in... 

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iManage Bundledocs Integration - RBRO Webinar Recap

Our latest webinar with RBRO Solutions took place earlier this month and was focused on our integration with iManage. It was great to see so many people from different sectors join us on the day to learn more about what Bundledocs can do - and our integration with iManage. 

If you were unable to make it, here are some of the iManage specific questions that came up... 

 

Does it include both a FileSite/DeskSite integration? 

Yes, Bundledocs links with iManage FileSite and DeskSite 8.5+. As a cloud first solution, we offer a full Work 10 server integration so you have anytime acess to your iManage documents. From there you can quickly create professional document bundles in minutes. Simple. 

 

To use Bundledocs, do you have to access iManage? 

No, Bundledocs is a stand-alone tool so you don't have to access iManage to use it. Really, our integration with iManage simply makes it easier to access your documents and files. We also have integrations with a range of solutions, such as NetDocuments, Tikit TFB Partner for Windows, GoogleDrive, Dropbox - or even just upload any document that sits on your computer. Take a look at our integration partners. 

Once you have your documents, you can then quickly and easily customise and prepare your bundles in minutes - from any location, with anyone and on any device. 

 

Can Bundledocs handle the creation of large bundles?

Yes! Bundledocs is the perfect tool for anyone that needs to create and work on large complex bundles. For starters, our unique design means that all the heavy lifting is done on the server - so no more slow pc's or worries about systems crashing. 

Then with our range of collaborative features, it makes it easy to work with anyone - whether they work in your office or anywhere. If bundles are too large to send via email - then use our inbuilt 'Forward Bundle' feature to quickly send the bundle to others. Don't want to send bundles back and forth?  Then our groups and collaboration features make it simple to work with anyone.  Document bundling has never been easier with Bundledocs!

 

Is there documentation on the integration available?

Yes, absolutely! We have everything from brochures, how to guides, videos - and much more. If you prefer to give it a go for yourself, we offer free trials of Bundledocs and our integration with iManage. What's more, we setup and install that for free too! 

Then if you would prefer to first book in a demo for you and your team, we can do that too. Just let us know when suits and we can get you started. Go on, give it a go! 

 

 

iManage and Bundledocs Integration

Want to learn more about the iManage and Bundledocs integration? Here is a brief recap...

For starters: Bundledocs seamless integration with iManage, the leading provider of work product management solutions for legal, accounting and financial firms around the world, takes the hard work out of document bundle preparation. 

Our integration connector makes it easy to take documents from iManage FileSite, DeskSite, iManage Work 10, iManage Cloud - or wherever you have documents stored. Bundledocs will then automatically convert all source files into PDF and instantly create an organised, numbered, sectioned, tabbed and indexed document bundle. 

With our integration connector you can create a complete bundle directly from your Workspace, upload complete folders, individual or multiple files and even save completed bundles back into iManage. The choice is yours. 

 

Interested to see it in action? Check out our short 2 minute video for a quick overview...

 
 

Interested to learn more about Bundledocs and our integration with iManage? We offer free online demonstration where we can take you through exactly how it all works. There is absolutely no obligation and it only lasts about 15 minutes. Otherwise, we can get you setup with a FREE 30 day trial account. Simply give it a try and see if it suits.