PDF Bundle

Create PDF Bundles Directly from your P4W Case File - PDF Bundling Made Easy

Bundledocs, a Tikit P4W Partner, makes the process of creating PDF bundles simple. It can all be done direct from Tikit Partmer for Windows with our awesome integration connector. Ready to discover the ultimate PDF bundling tool then keep on reading…

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Last week we hosted a webinar with the guys over in Tikit to highlight how document bundling is made incredibly simple with Bundledocs. If you missed the session and are interested to see how it all works then not to worry. We’ve gathered together everything you need to create the perfect PDF bundle in minutes. Here’s how it’s done…


HOW CAN I CREATE A PDF BUNDLES DIRECT FROM MY TIKIT P4W CASE FILE?

 

Having trouble viewing this video? Head over to our YouTube Channel.

 

STEP ONE: ACCESS YOUR DOCUMENTS IN P4W

Starting in your Tikit P4W Case File all you need to do is search for the documents you would like to export into a pdf bundle. Simply type your client matter code and choose what documents you would like to include. Choose any document type - Bundledocs will automatically convert them to PDF for you.


STEP TWO: ARRANGE DOCUMENTS IN THE CORRECT ORDER

Before uploading you can quickly and easily make changes to the range of selected documents. For example you can change the order in which they appear, change the document description or even amend the document date if you’re including this in your final bundle.


STEP THREE: UPLOAD TO BUNDLEDOCS

Now that we’ve decided what documents we want to include in our PDF bundle, the next step will be to choose where we want the documents to go. If you’ve already created a bundle/sections in Bundledocs then you can just go-ahead and select the final destination.

If not, then you create your bundle/sections now. All you need to do is select the ‘New Bundle‘ option to create a new bundle; or alternatively select the ‘New Section‘ option to create a new section. Click ‘Upload‘ to complete.


STEP FOUR: ACCESS BUNDLEDOCS TO COMPLETE

Once this is done your documents will be automatically uploaded from your case file into Bundledocs. From there we can go-ahead and customise the look and feel of our bundle further - only if you need to.

With click of a single button (the magical generate button) Bundledocs will instantly merge all your documents into a single PDF bundle. Even better, we will automatically create a hyperlinked table of contents page and fully paginate the entire bundle. Your PDF is instantly available to download, save, print or securely share with others. What could be better!


CREATE A PDF BUNDLE FROM TIKIT P4W - FREE TRIAL

If you’re interested in giving it a try for yourself then get in touch with us today. We will get you started with a free Bundledocs trial and even setup the integration with Tikit P4W so you can see for yourself how simple it is to create the perfect PDF document bundles with Bundledocs. Get started today!

Discover How to Create PDF Bundles from Tikit P4W - Webinar

Interested to learn more about Bundledocs and how you can create PDF bundles directly from Tikit TFB? You're in luck!

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Bundledocs, a Tikit P4W Partner, are delighted to partner with the guys over in Tikit for our upcoming webinar taking place on June 5th. So what will we cover?

  • The simple steps you need to create the perfect PDF bundle

  • How it links with your Partner for Windows system

  • Discover why Bundledocs should be your go-to solution for PDF bundling

  • Attendee Exclusive. All attendees will receive a FREE all access 30-day Bundledocs trial - including free integration connector and free familiarization session to get you started.

HOW CAN I REGISTER?

Come and join us! The webinar is taking place on Wednesday, June 5th at 12pm BST. That’s less than 2 weeks to go, so be sure to book your spot today.

Unable to attend the webinar? Let us know and we will arrange a free online demonstration at a date and time that suits you best.

Create PDF Binders and Bundles from iManage - Bundledocs Integrations

If you use iManage DMS and are on the hunt for a great solution to help with the preparation of PDF binders and document bundles, then you've come to the right place. To celebrate one year since the launch of the iManage-Bundledocs integration, we have gathered together some of our frequently asked questions. We have listed them below so go check them out... 

Bundledocs seamless integration with iManage DMS makes document preparation simple.

Bundledocs seamless integration with iManage DMS makes document preparation simple.

Can Bundledocs help with the creation of PDF Binders and Court Bundles?

Yes, this is what we do. Bundledocs is cloud based technology for the easy creation of electronic PDF binders, court bundles and deal bibles. In short, it just works! Take documents directly from your iManage DMS - or anywhere. Bundledocs then magically organises them into neat, numbered, sectioned booklets in minutes. Immediately ready to save, share or print. You can make changes in seconds. Better still, there is no upfront costs and no minimum terms.  

 

Can Bundledocs handle the creation of large bundles?

Yes, absolutely. You no longer need to worry about the creation of large volume bundles. Bundledocs unique cloud/server based document bundling software will seamlessly add and subtract computational resources in line with demand. What does this mean? For our users it means it won't interfere with your work. There will be no more slow pc's, no stalling, no crashing and no issues. Sound good? Give it a try for yourself. 

 

My firm IS currently on iManage Work 9.3 and looking to upgrade to iManage Work 10. Can I (and will I be able to) create bundles directly from my workspace?

Yes, you can easily create bundles directly from your Workspace. It only takes a couple of clicks. Bundledocs will automatically pull in folders, sub-folders and all documents you have contained within your Workspace and replicate this in Bundledocs. 

 

I have created a PDF Binder and want to download it back to iManage Work. Can this be done?

With our seamless integration you can quickly save any completed binders back into your iManage DMS. No need to leave iManage. Simply right click on your folder and profile your binder to save. It really is that simple!

 

What versions of iManage is compatible with/supported by Bundledocs?

Bundledocs seamlessly links with iManage FileSite and DeskSite 8.5+. Our integration allows you effortlessly access and upload your iManage documents with ease so you can quickly create professional PDF binders and bundles in minutes.

 

Is Bundledocs available in the cloud? Does Bundledocs work with iManage Cloud?

Yes. Bundledocs is a unique cloud first solution. We offer full Work 10 server integration so you have anytime access to your iManage documents. With no downtime you remain productive regardless of where you are. If you would like to learn more about Bundledocs integration with iManage Cloud then get in touch with our team today!

 

Can I collaborate with others?

Yes. With Bundledocs you can securely share your bundle directly from Bundledocs. Alternatively, invite colleagues, counsel or any third party to collaboratively work with you. This allows you to work more with less paper!

 

We use iManage as our DMS solution. I've heard you integrate with iManage. Can I get more information on this?

Yes, we will be delighted to provide you with more information. We are hosting a webinar on Feb 28th 2018 at 11am. During the session we will cover how to collaboratively prepare bundles directly from iManage FileSite and DeskSite. If your free, make sure to register for our Prepare Bundles from iManage webinar to learn more. 

Can't make the webinar? We can arrange free online demonstrations at a time that is convenient for you and your team. There is absolutely no obligation, so if you are interested to see how it all works, then get in touch!

Create a PDF bundle with Tikit P4W & Bundledocs - Video

Need to create a PDF bundle? Bundledocs, a Tikit P4W Partner, has got you covered. With our seamless integration with Tikit P4W (Partner for Windows) creating the perfect PDF bundle has never been easier. 

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How Can I Create a PDF Bundle with Tikit P4W?

Bundledocs makes the whole process of creating PDF bundles simple. You simply need to copy your case documents from Tikit P4W into Bundledocs. From there, you can organise, customise and Bundledocs will take care of the rest. 

Don't just take our word for it. We have created a short video to give you a taste of how you can create a PDF bundle using Tikit P4W and Bundledocs... Check it out now!

Having trouble viewing? Visit the Bundledocs YouTube Channel to see more.

 

Top Reasons Every P4W User Needs Bundledocs

Following on from our recent post (PDF Bundling Software with Tikit P4W Integration - Bundledocs Integrations Explained), we wanted to give you all a quick run-through of some of the top reasons every P4W user needs Bundledocs. Here are our top 5 reasons...

1. Access Directly from Partner: Bundledocs is fully integrated within Partner so accessing your documents is simple. That's not all. With the 'Bundledocs Upload Helper' you can easily re-name case documents; change the order of your documents; change the document date; or even create sections - all direct from Partner. 

2. All-in-One PDF Bundling Solution: When it comes to creating a PDF bundle, Bundledocs has everything you need. Automatic indexing, page numbering, hyperlinking and bookmarking is just the start. You can customise the look and feel of your bundle; add redactions and annotations; and even securely share with others or collaborate with external parties... to name just a few!

3. Powerful yet Simple to Use: One of the best bits about Bundledocs is it's so simple to use. We know that busy professionals don't want to waste time reading through long training manuals. They want a solution to help take the stress out of case preparation. That's why we developed Bundledocs. Our Development team are dedicated to providing you with all the features you need - and to do so in a way that is incredibly simple and easy to use. What could be better?

4. 100% Cloud (or Server Based) Solution: Did you know Bundledocs is available both as a cloud based and/or server based solution? But what does this mean for you? In short, as Bundledocs is not hosted on your desktop, you don't have to worry about your pc slowing down or crashing. You also don't have to worry about the size of your bundle (we add resources in line with demand). Simply choose a solution that works best for your practice. 

5. Work Anywhere. With Anyone. Another great thing about Bundledocs is it allows you to work effortlessly with others.  For example: Using groups you can work with anyone inside your office; Using Collaboration you can securely work with anyone outside your organisation; and you can even securely send your PDF directly from Bundledocs once complete. Then for anyone that needs to work with Bundledocs outside your office, they can use any computer, laptop, tablet/ipad or even their phone. Bundledocs will automatically adjust so you can use on any device. PDF Bundling just got a whole lot easier!

 

Interested to learn more? We offer FREE Online Demonstrations and free 30 day trials. Get in touch with us today and discover how Bundledocs can help you create the perfect PDF bundle (direct from P4W) in minutes.

 

PDF Bundling Software with Tikit P4W Integration - Bundledocs Integrations

If you use Partner for Windows (P4W) and are on the hunt for a solution to help with your PDF bundling woes, then you've come to the right place. Let us introduce you to.... Bundledocs.

PDF Bundling has never been easier with Bundledocs

PDF Bundling has never been easier with Bundledocs

Prepare PDF Bundles Directly from P4W

Bundledocs, a Tikit P4W partner, is fully integrated with Partner for Windows. This means you can quickly and easily upload case documents from Partner directly into your Bundledocs account. From there you can easily collate your documents into a PDF court or brief bundle.

That's not all. With our integration with P4W you can do much more than just uploading documents. Directly from our integration connector you can...

  • Re-name: Change or amend your document name

  • Re-order: Arrange your document into the order you want them to appear.

  • Change Date: If you use dates, these can be easily updated prior to uploading.

  • Create Bundles or Sections: If you've not already created your bundle or sections in Bundledocs, this can all be done from P4W.

  • ... or just upload. If you would prefer to make changes later, that is not a problem. Simply click a button and your documents will be magically moved from P4W into Bundledocs.

 

How do I Create a PDF Bundle in P4W?

PDF Bundling really has never been easier with Bundledocs. Don't just take our word for it. We have created a short video so you can see just how Bundledocs integrates with P4W. Take a look...

 

Ready to see more about Bundledocs? Why now start by checking our our Introduction to Bundledocs Video: 5 steps to create a PDF Bundle. 

 

 

I've uploaded my documents from Partner into Bundledocs. Now what?

If you have successfully uploaded your case documents from P4W into Bundledocs, that's great. Now it's time to see what Bundledocs can really do...

With Bundledocs PDF Bundling software you can quickly and easily prepare your document bundles in minutes. All you need to do is arrange your documents (if you haven't done it already in Partner) and choose how you want to customise  your bundle (if you need to). Bundledocs will then take care of the rest. It will automatically create a full index for your whole bundle so there is no need to do this manually. The index is also fully hyperlinked so you can click on document and are brought directly to that page. The entire bundle is also fully paginated so no need to worry about page numbering any more.

That's not all. Once you have finished your bundle, there are loads of ways you can securely share your bundle with others. Or if you simply want to download, email or print - you can do this too. 

Interested to learn more? Check out our Top Features page for a quick look at how Bundledocs can help you or arrange your Free Online Demonstration to see Bundledocs and our integration with Partner for Windows in action!