Bundledocs

Can I Collaborate with Colleagues in Remote Locations on Bundles using Bundledocs?

Let’s discuss collaboration. Here at Bundledocs making it easy and secure to work with others has been our priority since day one. Plus as a cloud-first solution we have the flexibility to allow you to work seamlessly with anyone, anytime and on any device. Let’s jump right in and show you how collaboration is done…

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We were inspired to write today’s post from a recent enquiry we had about Bundledocs. The user (and now client) was looking for a solution that integrated with their DMS system and allowed them to easily collaborate on bundles with colleagues in different office - without the need to travel.

 
We are looking to collaborate with colleagues in remote locations on bundles - without the need to travel to each office. Is it possible to permit people in various offices access the bundle data so we can collaboratively work on bundles?
— Bundledocs Enquiry
 

Yes. If you too are looking for a solution to help you securely collaborate with colleagues, other side counsel, clients or any third party, then Bundledocs has a solution for you. In this post we will go through Bundledocs Secure Share; Bundledocs Online Collaboration and Bundledocs Groups. Let’s get started!

Secure Share

(Electronically share your bundles in an instant)

How it works. Our Secure Share allows you share a password protected bundle with anyone - outside counsel, barristers, other side solicitor, client etc. When you share a bundle using Bundledocs, the recipient will receive two emails: The first contains a unique password and the second email contains a link to download the bundle. Use both to instantly download the bundle.

How it helps. Our Secure Share is great for anyone working with large bundles. You are no longer limited by your email limits and can now send bundles of any size to anyone. You won’t need to print and send bundles unnecessarily and can help move towards being a less-paper office. Win. Win.

Did you know? Many of our clients are now using our Secure Share feature to share the index or Table of Contents page with others. Simply generate your bundle to only include the index page and then securely share your index with others. Here’s a quick video so you can see it in action: Share Index with Others (Video).

Over the last few months we’ve added a number of new enhancements to our Secure Share feature to make it even better. It is now possible to set an expiry date for your shared bundle; set download limits and even type longer messages when sending.

Online Collaboration

(Securely collaborate on bundles with anyone)


How it works. Bundledocs Online Collaboration allows you grant access to others to view, edit and work on your bundle(s). You can grant access to any third party - you control who is allowed access and what access type they have.

How it helps. With online collaboration the days of sending bundles back and forth are over. Create one bundle and grant access to anyone that needs it. This feature is great if you need to have a number of people working on a bundle. The best bit? You don’t even need to have a Bundledocs account. It’s automatically created when you send them the invite!

Did you know? Bundledocs allows multiple users to work on the same bundle, at the same time. This is brilliant for anyone who’s working on large complex cases. It ensures that when you’re working on a particular section of your bundle, it’s locked for use to another other user.

Work in Groups

(Work together with colleagues on your bundles)

How it works. Bundledocs Team Groups allow you to work together with colleagues on your bundles. Everyone is working from the same place - regardless of which office they are in or where in the world they are.

How it helps. You don’t have to wait until the last minute to start preparing your bundles. Build up and modify as the case progresses and remove the last minute stress. Plus with everyone working from the same place you no longer have to worry about duplication. What a dream!

Did you know? Bundledocs have introduced Management Groups to help you easily manage your organisations user licences, bundles, access rights, global template and styles - and much more. If you’ve yet to introduce Management Groups in your practice, then get in touch today. We will be happy to show you how it works and offer free Admin training too.

That’s a wrap. If you’ve any other queries about Bundledocs secure share, online collaboration, team groups or management groups then make sure to contact our team. We will be delighted to show you more.

Electronic Document Bundling Software for Family Law Solicitors

Are you looking for software to help you quickly and easily prepare a family law bundle for court? You’ve come to the right place. Bundledocs electronic document bundling software has everything you need to create the perfect bundle in minutes. So whether you’re a family law solicitor or self litigant, this is the tool you need. Ready to learn more?

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BUNDLEDOCS ELECTRONIC DOCUMENT BUNDLING SOFTWARE

It’s simple. Bundledocs electronic document bundling software is designed to help lawyers easily create electronic bundles quickly and easily.

So how does it work? Take documents from anywhere, adjust the order, group them, redact anything you don’t want included and that’s it. Bundles are instantly ready to save, securely share or print – from any device, at any time. We even handle document manipulation, annotations, OCR and online collaboration.

Bundledocs is so easy to use most of our users never had training. There is no minimum contract period (so you can cancel at any time) and there is no install required so you can get going straight away.

Did we mention we offer a free trial too? Why not give it a try and see if it suits your requirements.

Unable to view? Visit the Bundledocs YouTube Channel to see our document bundling software video and many many more.


HOW TO CREATE A FAMILY LAW BUNDLE

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1. CREATE YOUR FAMILY LAW BUNDLE

First let’s create and structure our family law bundle. You can create as many sections and sub-sections as you need.

2. ADD DOCUMENTS TO YOUR BUNDLE

Now that we’ve created our bundle we are ready to add our documents. You can upload directly to each section from the uploads area. Remember, Bundledocs integrates with a range of world leading solutions to make uploading simple. Our integration partners include iManage, NetDocuments, Tikit TFB Partner for Windows, Dropbox, Clio and much more.

3. ORDER AND CUSTOMISE YOUR E-BUNDLE

You can easily arrange and re-arrange files once their uploaded. Then when you’re ready to complete your bundle, all you need to do is hit the ‘Generate‘ button. There are a number of options you can apply to customise each version of your bundle - whether that’s changing the look of your cover page or index page; re-positioning page numbers, adding watermarks etc - you can do it all here.

4. DOWNLOAD YOUR FAMILY LAW BUNDLE INSTANTLY

Once you click the magic ‘Generate‘ Bundledocs will instantly merge all your files into a single PDF document. An index page is created that lists all your sections, document and corresponding page numbers. It’s hyperlinked too so if you are using it on your computer you can quickly navigate and get to the section/document with a single click. Each page of your bundle is paginated and numbered and did we mention that we automatically create bookmarks too?

Your completed family law bundle is instantly available to download in PDF and this can be printed. Alternatively, if you would like to send the bundle on you can securely share directly from Bundledocs. Amazing!


One of the best things about Bundledocs electronic document bundling software is that making changes is so simple. Now you don’t have to wait until the last minute to prepare your family law ebundles. If you make a change (change the order, add additional documents, need to change the look and feel etc.) just click the ‘Save‘ button. This will automatically update everything - the index, bookmarks, links, page numbers. Say goodbye to document preparation stress!


CREATE YOUR FAMILY LAW BUNDLES WITH BUNDLEDOCS

Ready to say goodbye to your family law bundle preparation worries?

If you’re interested in giving Bundledocs electronic document bundling software a try then you can start your free no-obligation free trial now. Prefer to see how it works first? No problem. Get in touch with our team and we will be happy to arrange a free online demonstration at a time that suits you. We can’t wait to hear from you!

How to Create a Closing Binder in PDF?

Looking for a way to easily create a closing binder in PDF format? We’ve outlined how this can be done in only 5 steps. So whether you need to create an electronic closing binder for legal transactions, residential real estate closing, mergers and acquisitions etc. - this is what you need to know.

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How can I create a closing binder in PDF?

If you need to create closing binders then you’ve come to the right place. Bundledocs is the ultimate electronic closing binder software and has everything you need in one place to create your binder quickly and easily. Here’s how it works…

  1. Make your Closing Binder in Bundledocs. The first step to create your closing binder is to create the structure of your binder by creating sections and sub-sections. Create with a click and name as you wish.

  2. Add Documents to your Binder. Once you’ve created the structure of your binder, you can then add documents. With Bundledocs you can access documents no matter where they’re stored. So whether they’re on your pc or need to be accessed via our seamless integration partner connectors - it’s all possible with Bundledocs.

  3. Customise your Binder. When you are ready to complete your closing binder, there are a number of ways you can customise it. For example, you can add a custom cover page; customise how you index page/ table of contents page appears; add page numbering etc.

  4. Generate. When you are ready to complete your binder, simply click the ‘Generate‘ button. This will automatically merge all your uploaded files (regardless of file type) into a single PDF document. In an instant you will have a perfect pdf binder that is sectioned, indexed, bookmarked, hyperlinked and formatted for you.

  5. Print or Securely Share. Now that your binder is complete it is ready to print or electronically share with others. Bundledocs offers an in-built secure share feature to make sending your completed electronic closing PDF binder easy. Perfect if binders are too big to send via email!

Ready to give it a go? We offer a free 30-day free trial so try for free and see for yourself!

Preparation of Court Bundles for Family Proceedings

If you need to create a court bundle for family law proceedings, then you’ve come to the right place. Bundledocs has everything you need to prepare, format and lodge your family law bundle. Ready to see how it works?

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Paper Bundles or Electronic Court Bundles

One of the best things about Bundledocs is that you don’t have to choose to create an electronic court bundle or a paper bundle - you can have both. As a 100% cloud based product all bundles created using Bundledocs will be immediately available in electronic PDF format. However, if your court requires bundles to be lodged in paper format then that’s possible too. It’s simple - just print!

In some cases, there may be a limit to the number of pages or sheets of A4 paper that are included in either your electronic court bundle or your paper bundle. With Bundledocs you don’t have to go counting pages, we do this for you so you can see at-a-glance how many pages are included in each section of your bundle.

Don’t believe us? We offer a free 30-day trial so you can try for free and see.

Format of the Court Bundle

When it comes to formatting your court bundle, Bundledocs court bundle software has a wide range of features to make it simple to customise your bundle so it looks just right. If you’re unsure what needs to be included in your bundle, how it’s formatted or how it’s ultimately logged then make sure to check out your courts practice directions. For example, the www.justice.gov.uk website contains Practice Direction 27A that outlines the court bundle requirements for family proceedings.

 

Unable to view? Watch now on YouTube - Create a Trial Bundle in Minutes

 

Add documents: With Bundledocs you can upload all the key documents relevant to your bundle. There is no document limit and most files types are supported. Including word documents, PDF, emails, images, maps etc. Plus, if your bundle requires your documents to be created in a specific font type or line spacing, this can all be done before uploading your documents into Bundledocs.

Read More: What types of files and documents does Bundledocs support?

Arrange your bundle in order: You can easily arrange your documents in chronological order i.e. in accordance with the time sequence in which they occurred. Bundledocs makes moving documents easy and it all can be done by simply dragging and dropping your files into place.

Video: Moving Bundledocs Documents Made Easy

Add sections: Each bundle can be divided into separate sections. With Bundledocs you can create as many sections and sub-sections as needed.

Index your bundle: Most bundles now require that an index page is included at the beginning of the bundle that lists all items in your bundle. Bundledocs automatically creates your index page and it’s fully customisable so it appears just as you like it.

Paginate your bundle: When preparing your bundle you will need to make sure it is paginated i.e. your pages are numbered correctly. Each page can be numbered individually and consecutively starting at Page 1. Bundledocs automatically handles pagination so your bundle is fully numbered with a single click. You can customise to suit and if any changes are needed, you simply re-generate and the page numbers are automatically updated.

How To: Restart page numbering for each section

Lodging the Court Bundle

One of the most important things to remember when preparing a court bundle for family proceedings is that it’s lodged and submitted to the courts on time. Regardless of whether you choose to print your bundle, send it to the court by post, DX, courier or provide it electronically. Again, refer to practice directions to see what methods are acceptable.

Does Bundledocs offer a way to share a paginated index to all parties before the hearing? Yes! Bundledocs offer a paperless way to easily share your paginated index with third parties, other side council etc. Check out our ‘Securely Send the Index Page to Other Side Counsel’ post to discover how this is done.


Interested to learn more about Bundleodcs? Get in touch today to arrange your free online demonstration or start your free 30-day trial today and give it a try for yourself.

Trial Bundle Preparation Made Easy - Video

A few years back we wrote a post all about trial bundles. We covered everything from what a trial bundle is; what is their purpose and why they’re important. If you didn’t get a chance to check it out, here is it: “Trial Bundles: Everything You Need To Know“. In that post we briefly touched on the steps needed to create a trial bundle. As we know that trial bundle preparation is a struggle for so many, we wanted to create a post to show you the simple way to prepare bundles using Bundledocs. Let’s jump right in…

How to Prepare a Trial Bundle using Bundledocs

(Don’t fancy reading today? Watch our short 2 minute video to see how it works!)

STEP ONE: CREATE & STRUCTURE YOUR TRIAL BUNDLE

To prepare our trial bundle we first need to create the structure. Easily create sections, sub-section and even volumes. You have complete control and can name the sections as you like. Need to make a change? Just double click! Bundledocs even offers the ability to create templates for your trial bundles which will save you even more time.

STEP TWO: ADD & NAME YOUR TRIAL DOCUMENTS 

Now that we've created the structure for our bundle, the next step is to add our trial documents. Using the upload button you can access your documents and upload them into your sections. You can upload documents from anywhere - your local pc, an online storage system (like Dropbox or Box); and we even have integrations with case/document management systems such as iManage, Tikit Partner for Windows, NetDocuments, Dropbox, Actionstep - to name just a few. Discover more about our integration partners.

STEP THREE: CUSTOMISE YOUR TRIAL BUNDLE

Now that we’ve created our sections and added our documents, we’re ready to customise our bundle to make sure it fits our firms house style, meets practice directions etc. There are many ways you can customise your trial bundle, however, if you need any help getting it just right then get in touch with our team.

Here are a few ways you can customise your trial bundle using Bundledocs:

Cover Page: Upload a custom cover page or let Bundledocs generate one for you.

Index Page: The days of manually creating an index page for your trial bundle is over. With a single click your index (or table of contents) page is created for you. It’s even hyperlinked too so you can quickly and easily search your casebook. Click and you're there!

Page or Bates Numbering: Paginating your trial bundle is done instantly. There are a number of ways you can customise it to make sure you get it just right.

STEP Four: DOWNLOAD OR SHARE ELECTRONICALLY

That’s it! When you are ready to complete your trial bundle, simply click the Generate button. Your bundle will be instantly available and can be shared electronically directly from Bundledocs, or downloaded, printed and saved. Do whatever works for you.


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