Tikit P4W

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!

How Do I Connect P4W to Bundledocs PDF Bundling Software

Calling all P4W users! If you’re looking for a PDF bundling tool to help you create document bundles, binders and booklets directly from Partner for Windows, then look no further than Bundledocs. Today’s post will cover how you can get the seamless integration setup.

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Bundledocs, a Tikit P4W Partner, makes the process of preparing bundles quick and easy. Simply take your documents from P4W and Bundledocs will instantly organise them into a neat, indexed, paginated and sectioned bundle in minutes. The PDF bundle is instantly available to download, save, share or print.

Sound good? If you’re interested in setting up an integration between Bundledocs and Tikit P4W, then here is everything you need to know…



P4W ONE CLICK INSTALL

At Bundledocs, we want to make everything as simple and seamless as possible. That’s why we have developed a simple one click install for our integration with Partner for Windows. This means that with a single click the integration connector will be instantly setup for your entire office. No need to go from desk to desk getting it setup - one click and you’re done.

Better still, our support team want to make sure you have everything you need to get the integration setup and working. Our awesome team are available to help whenever you need them. Have a question? Need clarification? Get in touch with us today!

Once the integration is setup, remember to create your Bundledocs account. If you’re new to Bundledocs and have not had a chance to see how it works, we offer a free familiarization session to get you started. Can’t wait? Check out our ‘Bundledocs - Ultimate Document Bundling Software’ video for a quick look at how it works.


TIKIT P4W INTEGRATION WITH BUNDLEDOCS

(Discover the Ultimate PDF Bundling Tool)

Where can you access the integration with Bundledocs from Partner? The Bundledocs integration is available within the ‘Partner Task Panel’. Within this area you will be able to see the Bundledocs Icon. Simply click this icon to launch the ‘Sender for Partner’ upload window.

From here you will be able to select case documents and choose which bundle/section to upload the documents into. That not all? Our integration allows you to easily re-name files, drag and drop to re-order, remove or even change document dates etc.

 

Having trouble viewing our Integration with P4W video? Visit our Bundledocs YouTube Channel for our complete range of videos.

 

Bundledocs integration with P4W will help you instantly produce PDF bundles directly from your Partner for Windows case file. With our incredibly easy to use tool you can help reduce costs, create efficiencies and save massive amounts of time. What’s not to love?

Here’s what you need to know to get started…

  • VIDEO: Our ‘Bundledocs Partner for Windows (P4W) Integration’ (above) will give you a quick overview of how our integration connector works.

  • MANUAL: Our complete User Manual can be downloaded at any time directly from your Bundledocs account. Simply login to Bundledocs now and download a copy.

  • FREE FAMILIARIZATION SESSION: That’s not all. We even offer a free introduction to Bundledocs and P4W session to help get you up to speed on how Bundledocs works. We can arrange for a time that suits you and your team. It’s a great opportunity for us to answer any questions you have too.

Not ready to install just yet? No problem. Get in touch with our team today with any questions you have or book an online demonstration so you can see for yourself how quick and easy it is to create the perfect PDF bundle using Bundledocs and Tikit TFB Partner for Windows.

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.

Bundledocs Sponsor Tikit P4W National User Group Conference 2018

We’ve great news! We are thrilled to announce Bundledocs, a Tikit P4W partner, will be sponsoring and exhibiting at the upcoming Tikit P4W National User Group Conference 2018 which takes place at the BT Centre, London next month.

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Following on from our exhibition at the NetDocuments Elevate and the London Law Expo, we are excited to be hitting the road again to showcase at the 2018 Tikit National User Group conference.

Tikit recently announced this year’s event has more people than ever signed up to attend, so it is certainly not to be missed. The agenda is jam packed covering everything from the Tikit user AGM, workshops, updates on new feature releases, enhancements and exploring the product road-map, to name just a few.

Are you attending the Tikit P4W National User Group this year? If so, then do drop by our stand. We will be exhibiting alongside other P4W conference partners including InfoTrack, The Link App, Perfect Portal and will be on-hand to show how simple it is to create a professional bundles from anywhere!

Tikit P4W National User Group Conference Details

If you’re attending the Tikit P4W National User Group Conference next month, here's what you need to know...

When: Thursday, 15th of November 2018 - Friday, 16th of November 2018

Where: BT Centre, London

Time: Day One begins at 09:00am and Day Two begins at 09:30am.

Conference Passes: Visit Tikit’s Events page for full details on Delegate Tickets and prices.

Bundledocs Sponsor Tikit P4W #NUG18 Dinner

That’s not all. We’re delighted to be sponsoring the Tikit P4W NUG Conference Dinner which will take place the evening of Thursday November 15th. It will be held in the 5* Mondrian Hotel on London’s iconic South Bank. The evening will kick off with a drinks reception, with dinner starting from 8pm. Looking forward to seeing you all there!

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.