Electronic Closing Binder

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.

How_To_Create_a_Closing_Binder_Electronically_in_PDF_Bundledocs_Software.png

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!