Electronic Binder

Electronic Bundles & Document Production Made Easy for Lawyers

Are you looking to improve efficiency within your law firm?

If your firm is spending too much time and money on extracting, creating and sharing manual bundles, we can help. Our secure cloud-based solution ensures that your firm can work efficiently and help to support your overall growth by lowering costs, reducing time spent on creating and editing manual bundles, and enable secure document sharing with anyone, anywhere.

We handle everything from document bundling, document manipulation, redaction and annotations, collaboration, secure file sharing (great for large bundles) and in-built OCR for complete text searchability.

Plus, with even integrate with all leading case and document management solutions to make document production and electronic bundle creation even easier!

Interested to learn more? Watch our new video to understand who we are and how our solution can save you time and money, all while allowing you to collaborate with others from anywhere in the world.

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Create Electronic PDF Binders with Tabs

In today’s post we will cover everything you need to know about creating the perfect electronic PDF binder - from what it is, to how to create a PDF binder with tabs using tools like Bundledocs and even how you work with electronic binders once produced.

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What is a PDF Binder?

Before we jump into how to create electronic PDF binders, let’s first define what an electronic binder or PDF binder is?

Previously binders would have been produced manually with the paper documents stored in a three ring binder. In contrast, there are now tools available that allow you to create and distribute the binders electronically. In short, a electronic binder is collection of relevant documents that have been merged into a PDF that is fully text searchable, indexed and bookmarked.

Now we’ve a better idea of what an electronic PDF binder is, let’s jump right in and show you how to create an electronic PDF binder with tabs using Bundledocs.

How to Create an Electronic PDF binder with Tabs?

Interested to learn how to create tabs in a PDF binder? Keep on reading, these are the steps you need to know. If you have any questions, make sure to get in touch with our team.

  • Step One: Create a new bundle with the click of a button

  • Step Two: Next add sections. You can create as many sections, sub-section or volumes as needed.

  • Step Three: Once you have created your sections, it’s time to add your documents. You can upload files from any location - including Interactive. Easily search matters, filter folder results and upload single documents or a range of documents at once.

  • Step Four: Once you have uploaded your documents from Interactive, you can finalise any customisations and generate your bundle. There are a range of options available including: adding a custom title page, custom index page, restarting page numbering or applying bates numbering, adding watermarks etc.

  • Step Five: This is the best bit. Bundledocs automatically collates all your documents (regardless of file type) into a single PDF case bundle. It creates a full table of contents/index page that is hyperlinked, your bundle is bookmarked and each page fully paginated. Need to make a change? Simply re-generate and everything is re-indexing and re-numbered again for you - instantly!

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How to Redact a PDF Document Binder?

When it comes to creating an electronic PDF binder, we often are asked if it is possible to redact a PDF document binder using Bundledocs? Yes it is!

We have included a suit of annotation tools into Bundledocs - including redaction - so there is no need to purchase additional software. When it comes to redacting confidential information, this can be done in a just a few steps. Here’s how it works…

Need to redact confidential information from your electronic PDF binder?

  1. Add Redactions. Easily apply redactions to any content in your binder. Even search by keyword/ phrase to redact more content at once.

  2. Customise Redactions & Annotations. Bundledocs unique approach to annotations and redactions makes it easy to customise each version of your bundle.

  3. Preview and Download your PDF Binder. Generate your binder to collate all documents into a single PDF binder. All redactions are instantly applied.

Interested to learn more about Bundledocs? Get in touch to arrange your FREE online demonstration and free 30-day trial.

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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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What is an Electronic Closing Binder?

Before we jump into how to create electronic PDF closing binders, let’s first define what an electronic closing binder is?

In the past, closing binders were manually assembled by scanning, printing, and collating paper documents into a three-ring binder. These physical binders were then mailed to clients and relevant third parties. With advancements in technology, closing binders are now typically produced and delivered in digital formats, commonly referred to as electronic closing binders.

An electronic closing binder efficiently organizes and summarizes all documents associated with a transaction, including a closing statement and copies of every relevant document. These binders are fully text-searchable, indexed, and bookmarked, and once finalized, they can be quickly distributed to all involved parties.

Electronic closing binders are widely used in legal transactions, commercial and residential real estate closings, and mergers and acquisitions (M&A). Depending on the context, they may also be known by various other terms, such as closing books, record books, transaction  bibles, closing bibles, or deal bibles.

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. Setting Up 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. Customizing Your Closing 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. Generating Your PDF Binder. 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 Share Your Binder Securely. 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!

Interested to learn more about Bundledocs? Get in touch to arrange your FREE online demonstration and free 30-day trial.

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