Secure Share

Securely Share Bundles with Bundledocs - Video

Take a closer look at Bundledocs Secure Share...

Wouldn't it be great if there was a way to send your bundle to someone when it's all finished? Well, there is, you simply download your bundle (it's immediately ready in PDF format), attach to your email and that's it.

If this works for you then perfect! However in some cases you may need a way to securely send a password protected bundle to others. Or perhaps your bundle is too big to send as an attachment. Worry not, Bundledocs has got you covered with our Secure Share - or better known as Bundledocs Forward Bundle to Third Party.  

How does it all work? Our secure share allows you to share a password protected bundle with anyone. For example, legal professionals find it great if they need to share with outside counsel, Barristers, other side solicitors etc.

The recipient (whoever you send the bundle to) will then receive two emails, the first with their unique password and a second, with a link to download the bundle. You have complete control and can use our automatically generated password or even set your own. 

This will allow the recipient to have one time access to your bundle. If you need to send again at a later stage, just repeat this step. Simple. 

Rather than giving a list of screenshots, we have created a little video (it's only one minute long), to take you through how it all works. We even show you what your recipient will see, so check it out!

 
 

Any questions? Want to give it a try for yourself? Get in touch with our team today. We will be happy to assist in any way we can. 

Securely Send the Index Page to Other Side Counsel - Training Tip

At Bundledocs, our team are dedicated to providing you with a solution to help you prepare bundles from beginning to end. One of the best parts of Bundledocs is it is incredibly simple and easy to use. So much so, at times you may not be aware that there is a range of powerful features and functionality available. 

I only want to send the index page to counsel - not the whole bundle. Is this possible in Bundledocs?
— New Bundledocs User

Recently our support team had an enquiry from a user that wanted to only send the complete index page (that is generated automatically within Bundledocs) to the other side counsel. Interested to see how this is done? Let's take a closer look...

1. Select the 'Generate' button. 

2. Expand the 'Section Pages' section.

3. Click the option 'Remove Section Index and Title Pages' and also select 'Generate without Documents'. By choosing these options you will hide all the documents of your bundle. If you have a multiple section bundle, selecting the 'Remove Section Index and Title Page' option will hide the index pages that appear at the beginning of each new section.

4. Select 'Generate'. Once complete, a preview window will automatically appear. Scroll through your index and review.

 

Did you know it is possible to securely send bundles to other side counsel, or any third party, directly within Bundledocs? It's simple. Take a look at how it's done...

1. Select 'Download'.

2. Make sure the correct bundle is selected. If not, just select the drop-down and choose your bundle. Once this is selected, click the envelope button, as highlighted above. From here you will be able to securely share your completed bundle (or index page) with others.

 

For more information about how to securely share bundles, make sure to download a copy of our Complete Training Manual. This is available to download for free, at any time, directly within your account.

Feature Focus: Securely Send Bundles

Transform the way you produce bundles with Bundledocs

At Bundledocs we are dedicated to helping you produce professional bundles - from start to finish. We are continually developing new features to help make this process even easier. Recently, we launched a new enhancement to our 'Forward Bundle to Third Party' feature. 

For those that are not aware, our 'Forward Bundle to Third Party' feature enables you to securely forward a security protected bundle to any third party. This is particularly useful for users generating large bundles, which may be too large to send via email. Even better, any bundle can be sent to third parties, regardless of their location or even time zone.  

What's new with the Forward Bundle to Third Party? 

New Feature! Did you know you can now automatically generate a password - and all with the click of a button. Simply select the lock icon, as shown above. Bundledocs will immediately generate a password which the recipient will use to access your completed bundle. Simple!

For full details, check out our complete training manual today. 

Feature Focus: Securely Forward Bundles to Third Parties

For those that are familiar with Bundledocs you may be aware that Bundledocs offers a number of options for both collaborating and sharing bundles. This is great when working with parties inside and outside your organisation. In this feature focus post we will highlight our Forward Bundle to Third Party feature. 

Bundledocs unique Forward Bundle to Third Party is one of our most used features. In short, it provides you with the option to forward security protected bundles to anyone. This is great when generating larger bundles which may be too large to send via email. 

What's even better, recently we enhanced our Forward Bundle to Third Party feature to make this process even easier. Now you don't even need to type a password as Bundledocs will automatically create this for you! 

 

Securely Forward your Bundle to any Third Party

Securely forwarding bundles to third parties can be done in only a few steps. Let's take a closer look...

1. Select 'Download' and a window will appear. Select the envelope icon to share the bundle with others. Note: Your last generated bundle will be selected by default. You can easily choose another bundle from the drop-down.

2. Once selected, the 'Forward Bundle to Third Party' window will automatically appear. From here you simply need to:

  • Provide the email address of your recipient

  • Type a password in the field provided. Alternatively, simply select the 'lock' icon to automatically generate a unique password.

  • Optional: Provide a message within the field.

  • To complete press 'Send'.

Learn more about the Forward Bundle to Third Party feature, collaboration and sharing bundles in Bundledocs. Get in touch with our team today for more information.