2015

Bundledocs Support Opening Hours - Christmas 2015

Happy Christmas from Bundledocs!

The Bundledocs offices and support lines will be closed from 5.30pm GMT on Wednesday December 23rd until 9.00am GMT on Monday January 4th.  

Support will be limited during this period however, special arrangements can be made if you need assistance during the holidays. Please get in touch with us today if you need mobile numbers for this period. 

On behalf of the entire Bundledocs team, we would like to thank all our clients for their continued support and wish you all a very successful 2016. 

Wishing you all a very Happy Christmas and New Year from the entire Bundledocs team!

 

Q&A: How can I reset my password in Bundledocs?

Question: How do I reset my Bundledocs password? Is this possible?

Answer: Yes, any Bundledocs user can easily reset their password within their account. This can be done at any time and as often as required. Simply follow these steps.

1. Select your email in the top right corner

2. From the dropdown, select 'My Account'.

1. Select 'Account Information' 

2. Select '+' to expand the 'Change Password' section

3. Change your password within the fields provided

4. Update to save your changes

 

To find out more about Bundledocs download a copy of our Complete Training Manual. This can be downloaded directly within your account. Not already a user? Register for a 30 day Free trial account today.

Training Tip: Delete Multiple Documents at Once within Bundledocs

As you may be aware, Bundledocs is an all-in-one solution designed to help users seamlessly and effortlessly produce bundles, briefs or complete eBooks with ease. Whether you are a current user or new to Bundledocs, our #trainingtip posts will highlight some useful features - some of which you may not be aware of.  

In today's post, we will highlight how to delete multiple items at once within your Bundledocs account. Although many of you may know how to delete a single file, did you know it is also possible to delete a number of documents at once? Let's see how...

1. Create a new section. In our example we will name this 'Documents to Remove'

2. Select the files you want to delete. Move files into this newly created section. 

Note: Easily move multiple files at once by using the CTRL or SHIFT keys on your keyboard. 

3. Select the 'Edit Details' option - this is located to the right of your section.  Once selected, a window will then appear. 

4. Select the red 'Delete' button. This will delete the section and all the contents contained within our section 'Documents to Remove' at once. 

That's it! If you need to review any more Bundledocs features, download a copy of our complete training guide today. This can be downloaded directly within your account. Not already a user? Register for a 30 day free trial account today.

Bundledocs Seamlessly Integrates with Partner for Windows (P4W)

Bundledocs recently announced that we have developed an even more seamless integration between Partner for Windows (P4W) and Bundledocs. This unique tool is simple and intuitive to use and can help make the process of producing bundles even easier.

With the Bundledocs Upload Helper, Partners for Windows users can not only upload but can also rename case documents, create new bundles or even sections. The best bit is this process only takes a few simple steps. 

Our recent blog series covers everything there is to know about the Bundledocs Upload Helper. Interested to learn more? Take a look at the complete series now.

1. Choose Partner Case and Documents

2. Edit Document Details 

3. Choose a Bundle

4. Choose a Section

Any Questions? Our team are happy to help. Get in touch today to arrange an install or to get a copy of our complete Bundledocs Upload Helper User Guide. 

Do More with the New Bundledocs Upload Helper

Solutions to Help you Create Bundles with Ease

By now you should be aware that Bundledocs have recently developed an even more seamless integration with Partner for Windows (P4W). This latest release enables P4W users to effortlessly upload case files from Partner into Bundledocs. This is not only simple and intuitive to use but can also save considerable amounts of time when preparing bundles. 

This week we have highlighted some of the key features of the new Bundledocs Upload Helper. These posts covered everything from selecting your case documents within Partner to choosing a bundle to choosing a section

That's not all. With the Bundledocs Upload Helper you now have the ability to edit document details before they are uploaded into Bundledocs. This is particularly great if you need to quickly and easily re-name multiple documents at once. 

The new Edit Documents window provides you with the ability to re-name any document name, edit the date or even remove any document that was selected in error. The best bit is all this can be done before the documents are uploaded into your Bundledocs account. Let's take a closer look...

1. Date: To apply a new date to any document, simply double click and type the new date within the area provided. 

2. Description: To re-name any file, double click on the existing file name and type the new file name within the area provided. In this example, we will rename "Entry of Appearance" to "Appearance". Remember you can still rename files at any time within your Bundledocs account. 

3. Remove: If you have selected any file in error, simply select the red X, located to the right of each document. Once selected, this file will not be included within the upload. 

4. Save: To complete select 'Save' and your files will immediately upload into Bundledocs.