Creating Electronic Closing Binders using NetDocuments DMS

Bundledocs electronic closing binder software makes creating closing binders simple. Our incredibly intuitive and powerful integration with NetDocuments DMS ensures that you can access your documents instantly and create your electronic closing binder regardless of where you are. Ready to see how Bundledocs makes creating electronic closing binders simple - then keep on reading…



Bundledocs electronic closing binder software is the one tool you need for the creation and delivery of closing binders. It handles everything from document collation, document manipulation, sharing and collaboration, OCR, redaction and annotation. It’s incredibly easy to use so you can ensure your binders are prepared in an instant!

Did we mention we’re fully integrated with NetDocuments DMS? Our partnership with NetDocuments helps deliver a true cloud integrated solution. Global law firms can securely access their NetDocs files and collaboratively build electronic closing binders, bundles, booklets and briefs from anywhere - on any device.


Here are the steps you need to create electronic closing binders using NetDocuments:


    Begin by creating your closing binder - give it a name and title. Once this is done you are ready to create folders, sub-folders or volumes for your binder. There is no limit to the number of folders so create as many as you need.


    Once you have created the structure for your binder, you are ready to begin uploading your transactions and binder documents. If you us NetDocuments as your DMS then our integration will make this process so much easier. Here is a quick video that shows how this is done: Upload Documents from NetDocuments into Bundledocs.

    Don’t worry if you don’t use NetDocuments to store your documents. You can easily access documents regardless of where they are stored. For example, upload from your local pc or c-drive, dropbox, or check out our integration partners to see what other systems Bundledocs links with.


    Once you have uploaded your documents from NetDocuments into Bundledocs, you’re ready to begin ordering and formatting your binder. Bundledocs offers a range of features to make sure your binder is created just how you want it. For example:

    1. Order your Documents: Now that you’ve added your NetDocs documents, you can easily amend the ordering so they appear just as you like. Watch this quick video to see how to easily move Bundledocs documents.

    2. Add a Custom Cover Page: Bundledocs automatically generates a simple cover page, however you also have the option to upload a custom cover page for your binder.

    3. Add a Custom Index Page: If you didn’t know already, once you click the ‘Generate‘ button, Bundledocs will automatically merge all your files into a single PDF document and automatically create your index page for you. There are a range of options available so you can customise how your index page appears . Alternatively, you also have the option to upload your own custom index page. Interested to learn more? Get in touch with our support team for more information.

    4. Amend Page Numbers: Bundledocs will automatically number each page of your binder. This is fully customisable and you can even completely remove page numbers if you prefer - and all with the click of a button.

    5. Choose an Export Format: By default, Bundledocs will automatically export your finished closing binder in PDF format. However, as you have complete control you can even export in a zip file if you prefer. That way you can include all the converted PDF files or the documents in their original format.

  4. SHARE YOUR BINDER ELECTRONICALLY WITH OTHERS. Now that you’ve formatted your closing binder to appear just as you like, all that’s left to do is click the generate button. This button is magic and with a single click your binder is ready. Within Bundledocs you can download to your desktop to print or even securely share with anyone that needs a copy.


Bundledocs electronic closing binder software makes the process of creating professional closing binders simple. Don’t just take our word for it. We offer a free online demonstration and a no-obligation free trial so you can try for free and see if it suits your requirements.

Remember, Bundledocs is a 100% cloud based software so you can link to NetDocuments directly from Bundledocs. Have a hosted version? Get in touch with Bundledocs Support and we can help get it setup for you.

How Do I Create A Document Set from NetDocuments?

It’s hard to believe that so many law firms around the world still produce document bundles and document sets manually. Why so when there are awesome tools like Bundledocs available that do all the hard work for you. In today’s post we’re going to show you just how easy it is to create a document set in minutes. Interested to learn more, then keep on reading!


What is a Document Set?

Before we jump into how to create a document set, let’s first address what it is. In short, a document set is simply a group of related documents. For lawyers and attorneys when compiling a casefile they will need to gather all related and relevant documents together into a document set and easily print and distribute it to others.

How Do I Create a Document Set?

Bundledocs, a NetDocuments Binder Integration Partner, makes creating document sets easy. Want to create a document set online? Here’s are the 4 steps you need to know…

  1. Create your document set. To create your document set just click the ‘New Bundle‘ button. Once created you can easily create a single/multiple folders for your set.

  2. Gather documents from NetDocuments. Bundledocs seamlessly links with NetDocuments to make it simple for you to access your documents from anywhere. Choose what documents you want included and they will be instantly added to your document set. You can even easily arrange documents by dragging and dropping - or with a single click!

  3. Generate your document set. When you are ready to compile your document, hit the ‘Generate’ button. This will collate all your document into a single set. You can even customise the look and feel to make sure it’s just right!

  4. Download or securely share with others. That’s it. Your document set (including all your NetDocuments files) is instantly available. The final set is available as a single PDF. A hyperlinked index is created, it’s fully bookmarked and each page is automatically paginated too. What could be better!

Remember, the best thing about Bundledocs is it’s fully customisable and making changes is simple. Need to remove page numbering? Want to change your index page or remove entirely? It’s all possible and can be done in an instant. Easy!

NetDocuments Cloud Partner

Did you know Bundledocs is a long-standing NetDocuments partner? As a 100% cloud tool we love connecting and partnering with other cloud providers. Our integration with NetDocuments makes it simple for you to create document sets online anywhere, any time, from any device.

If you’ve any queries about linking NetDocuments and Bundledocs, then get in touch. Or why not check out our short - Bundledocs Integration with NetDocuments video - to see it in action!

Ready to Create a Document Set with Bundledocs?

Building bundles and document sets is made easy with Bundledocs. Don’t believe us? Why not take advantage of our free 30 day trial and give it a try for yourself. Get started today! 

NetDocuments Integration with Bundledocs - Video

Did you know Bundledocs is fully integrated with NetDocuments Document Management System? It’s true! As we’re both 100% cloud based applications you can now securely access your NetDocuments files and collaboratively build bundles, binders and booklets from anywhere. Paperless office here you come…


How Can I Build a Bundle with Bundledocs?

With our integration connector it’s really simple. Take a load of your documents from your NetDocuments DMS or from anywhere. Bundledocs then organises them into a neat, numbered, sectioned booklet in minutes – ready to save, share or print. No matter how big or small, you can change in seconds. Simple, easy to use, time-saving and massively efficient.

See the NetDocuments Integration with Bundledocs in Action

Ready to see how it works? We’ve created a quick video (less than 2 minutes) to show you how it works. You can see how to build a bundle from scratch; search your NetDocuments cabinet; and even search and filter workspaces. Let’s take a look now…


Trouble viewing? Visit our Bundledocs YouTube Channel to catch all our latest videos.

Interested to learn more? Why not take advantage of our free 30 day trial or book a free online demo to learn more. Taking steps towards a paperless office has never been easier!

ndElevate EMEA 2018 - Bundledocs Announce Event Sponsorship

Bundledocs is thrilled to announce our sponsorship of the upcoming NetDocuments ndElevate EMEA 2018 event which takes place in the Law Society London on September 12th.  



What can you look forward to at ndElevate 2018?

Whether you're an existing NetDocuments client or are looking to possibly adopt their cloud based content management system in the future, then this is the event for you.

The team over at NetDocuments have put together a great event that is not to be missed. This will be a day of training, networking, presentations and much more. Full Agenda is available here. 

That's not all. As event sponsor, Bundledocs will be there too! Our team will be on hand to showcase how our 100% cloud based bundling tool can help you create bundles, binders and booklets anywhere. We have everything you need from bundling, document manipulation, annotations, collaboration and sharing. If you're interested to see how Bundledocs and our seamless integration with NetDocuments works, make sure to drop by our stand. 

Here's what you can look forward to on the day... 


If you are having trouble viewing, you can see it here: Join Us at ndELEVATE EMEA 2018


When is ndElevate 2018 taking place?

Interested in attending ndElevate EMEA 2018? Here is what you need to know...

When: Wednesday, September 12th. 

Where: The Law Society, London. 

Time: 08:30 - 19:00 

Following the event, NetDocuments will be hosting an exclusive after-party hosted by Tikit, where there will be entertainment, appetizers, drinks and plenty of fun! 


How can I register for ndElevate 2018?

If you are interested in attending NetDocuments ndElevate 2018 then make sure to book your place now. There is absolutely no charge for the event, however places are limited. So book your spot now to avoid disappointment. Looking forward to seeing you there!

Add Documents from NetDocuments into Bundledocs - Video

Are you a NetDocuments user? Do you have a need to prepare high quality bundles, briefs, binders or document booklets? You've come to the right place. Bundledocs can do it all for you in minutes. The best bit is we are 100% cloud based which is perfect for any NetDocuments user out there. 

This month, Bundledocs is delighted to announce the re-release of our integration with NetDocuments. This latest release provides you with even more ways to upload your documents from NetDocuments into Bundledocs. If you missed the announcement, then check it out now: "Bundledocs Re-Launch Integration with NetDocuments DMS''.

Want to see how to upload your documents from NetDocuments into Bundledocs? We have created a short little video (it's less than a minute long) which takes you through how it all works. Check it out now...


Our integration with NetDocuments makes it easier than ever to access your NetDocuments files and effortlessly upload them into Bundledocs - any time, any place and on any device. What could be easier!

Ready to give it a go? If you are already a Bundledocs user then simple login or if you are new to Bundledocs then why not setup a FREE 30 Day Trial Account now. There is no credit card required and no obligation. So no reason not to get started!