iManage

Bundledocs Integrates with iManage Cloud and iManage Work 10.2

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Bundledocs seamless integration with iManage Cloud and Work 10.2

Bundledocs, an iManage integration partner and cloud first document bundling solution recently announced full support of iManage Cloud and iManage Work 10.2.

iManage Cloud and iManage Work 10.2 the latest cloud offerings from iManage, a market leader in document and email management, will further transform how professionals work by enabling IT organisations to more rapidly take advantage of new iManage product innovations. Together with Bundledocs, legal professionals can now effortlessly access case documents and securely produce electronic bundles, binders or document booklets from any device, anywhere.

Commenting on the latest integration, Brian Kenneally, Director at Bundledocs said: “Bundledocs is a long-standing partner of iManage and our integration helps professionals worldwide handle document preparation quickly and easily. Our integration works with all versions of iManage – including iManage Cloud and iManage Work 10.2. Bundledocs is a 100% cloud first solution so the integration with iManage cloud offering is very straightforward – it’s simply cloud talking to cloud. We’re seeing a growing number of firms embracing cloud technologies and we are delighted to showcase how a true cloud bundling tool can help maximise efficiencies within organisations today”.

Interested to learn more about Bundledocs and our integration with iManage? Get in touch. We can arrange an online demonstration and free 30-day trial so you can trial Bundledocs and our seamless integration with iManage. What could be better!

About Bundledocs

Bundledocs market leading cloud software is the ultimate tool for today’s paperless lawyer. Our incredibly easy to use software provides legal professionals with powerful document bundling, in-browser document manipulation, a suite of annotation features, OCR, collaboration and secure sharing. We partner with the industry’s largest technology providers (including iManage, Worldox, Tikit TFB, NetDocuments, Sharepoint etc.) to deliver a fully integrated document workflow to our global client base. Now sold in over 30 countries worldwide, Bundledocs helps legal professionals save time, cut costs and create massive efficiencies within their organisation. Get in touch with us to learn more about Bundledocs.

Export Files from iManage

Bundledocs automates the process of exporting files from iManage making it quick and easy. If you’re on the hunt for a tool to help you export files from iManage then look no further than Bundedocs. Let’s take a closer look…

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How to Export Files From iManage

Let’s take a look at how you can get information out of iManage using Bundledocs. Bundledocs, an iManage integration partner, makes the entire process incredibly easy. So whether you need to export an entire workspace, complete folders or even a range of files, it’s all possible with Bundledocs. Here’s how it works:

If you’re having trouble viewing, visit our Bundledocs YouTube channel to see it in action.

In this example, we will take you through how to export your entire workspace from iManage:

  1. Right Click on your iManage Workspace

  2. Select ‘New Bundle > Bundledocs‘ from the menu

  3. Select ‘New Bundle‘ to complete the export

That’s it. Your entire workspace - including your folder structure and files - is exported from iManage into Bundledocs. So now that you’ve exported your files, what next?


iManage Bulk Export using Bundledocs

Once you’ve completed your export, your iManage files will be available directly from Bundledocs. From there you can easily rename files, re-organise and order files and even cutomise the final export format.

If you first want to take a look at how Bundledocs works, check out our Bundledocs Explained video.

For example, if you would like to customise your final output before exporting from Bundledocs, here is just some of the ways this can be done…

  • Rename Files. You can instantly re-name any file by double clicking.

  • Sort Documents. Once you have exported your files from iManage you can quickly and easily sort them in date/alphabetical order. This is all done with a single click. Check out our latest blog posts to see how it works.

  • Export in PDF or Zip. Did you know you can export your files from iManage to a single PDF file or as a zip file. Producing a PDF bundle is the default however if you would like to export as a zip file our post - Can I include audio and video files in my trial bundle using Bundledocs - will show you how it works,

if you’re interested to learn more about our bulk export tool, get in touch. We can take you through our integration with iManage, the different options for customising your export and how you can even re-import back to iManage with a single click.

iManage Bulk Export: What you want to know

We’ve gathered together just some of the questions you may be thinking, if we missed anything be sure to get in touch. Our team will be happy to answer any questions you have.

  • What kinds of files can be exported? With Bundledocs you can export a range of files including emails, word documents, PDF, images, maps, videos etc.

  • Can I export workspaces and folders? Yes, simply search and select what you want to export. You can easily export files, folders and complete iManage workspaces. When it comes to exporting your workspace, it will replicate all folders and contents.

  • What versions of iManage can this be used with? Our integration with iManage works seamlessly with iManage Work, FileSite, DeskSite 8.5+ - including iManage 10.

  • Does Bundledocs work in the cloud? Yes. Bundledocs is a 100% cloud based solution. We offer full Work 10 server integration so you have anytime access your iManage documents. With no downtime you remain productive regardless of where you are.

If you’re interested to learn more about Bundledocs and our integration with iManage Cloud, FileSite and DeskSite get in touch with our team today. We offer free online demonstration and a free 30-day trial - complete with our iManage integration so you can test it out and see if it suits your requirements.

Bundledocs New Feature Release - May 2019

It’s that time again. We’re back bringing you everything that’s new in the world of Bundledocs. Here’s what you missed…

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Awesome Development Releases

We’ve met with our Development team to bring you the run down on everything that’s new to Bundledocs this month. Remember as a cloud solution you don’t have to worry about installing and upgrading - simply login to your Bundledocs account now and they’re all waiting for you!

  • Who’s Generated This Bundle? It’s now possible to see the name of the user that last generated the bundle. Within the downloads area, you will see a ‘Generated By‘ indicator and simply hover over this to reveal the email address of the user that generated the bundle. This works great when working with collaborators and groups so you can see at-a-glance who produced this bundle last.

  • Reply to Sender. We’ve updated our ‘Forward Bundle‘ feature to allow the recipient to reply directly to the person that shared the bundle with them. Bundledocs will automatically populate the ‘To:’ field with the sender email to make it easier for them to contact you directly.

  • Custom Index Keeps Getting Better. Back in February we announced the introduction of our Custom Index feature that allows you build an index exactly how you like it. (If you missed the announcement then check out our New Feature Release - February 2019) Following on from this we’ve continued to add even more definition parameters so you can customise your index further, including:

    • Re-apply root section number to the display order

    • Apply distinct formatting to late insert document rows

    • Define a prefix and suffix to a root level section

    • Replace a template term when included in a table cell paragraph

Interested to learn more about Bundledocs Custom Index, get in touch today. We’re offering free online familiarization sessions, helpful training material and even can help getting it setup for you. Can’t wait to hear from you!

More Video Releases

We’ve been busy creating some great new videos for you all. Our videos are short and sweet and great if you want to quickly see how anything works. We’ve gathered together some of our latest video releases in case you missed them.

Bundledocs Annotations

With Bundledocs you can highlight important text, add comments, create document reference links and even completely redact confidential information. Here’s how it works…

Watch on YouTube: Annotate Court Documents

Tell Me More: How do I add annotations to my digital binder using Bundledocs

 

Create a Free Trial

Want to introduce a friend to Bundledocs? Why not share this short video with them and let them know how to create a free trial with us.

Watch on YouTube: Free Trial Account Setup

Visit Bundledocs: Create a Free 30 Day Trial Now.

 

Generate a Zipped Bundle

Did you know with Bundledocs you can export your bundle as a zip. This is great if you want to share bundle documents in their original format or their converted PDF format.

Watch on YouTube: Generate a Zipped Bundle

Anything you want to see? Get in touch and let us know. We want to create videos that are helpful and beneficial for you so if there’s anything you want to see in action, or share with your colleagues, we’re here to help!

Not already following Bundledocs on YouTube? Go subscribe to our channel to make sure you’re the first to know when a new video goes live.

iManage ConnectLive Roadshow 2019

Earlier this month we were delighted to sponsor the 2019 iManage ConnectLive event in both London and Dublin. It was an amazing opportunity to meet so many of our iManage users and get a glimpse of what’s new in the world of iManage. Thanks to everyone who dropped by to see us!

If you missed the event, then you can see what we got up to here: iManage ConnectLive 2019 Event Recap.

Interested to learn more about our integration with iManage? Visit our iManage Integration Partner page for everything you need to know; for a quick look here’s a video that takes you through the integration ‘Bundledocs iManage Integration - Video’ or if you’ve specific questions about the integration then get in touch with us. We love to hear from you.

Create a Bundle from your iManage Workspace

Did you know you can instantly create a complete bundle directly from iManage? So whether you use iManage FileSite, DeskSite or iManage Work, it’s all possible.

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It’s true. With Bundledocs you can create complete bundles directly from your iManage workspace. This will automatically pull in any folders, sub-folders and documents you have contained within your Workspace. With just a few clicks you can replicate your complete workspace into a Bundledocs bundle.

 
 

Bundledocs, an iManage integration partner, makes it simple to create a bundle, binder or booklet directly from your iManage workspace. Here’s how it works…

  1. Simply right click on the workspace, for example, ‘James v Piper’.

  2. From the options, select ‘NewBundle > Bundledocs’.

    Note: If you have yet to login to Bundledocs, you will be initially prompted to provide your Bundledocs username and password.

  3. From the window, select ‘New Bundle’. This will automatically begin to reproduce your workspace within Bundledocs.

That’s it. Access your Bundledocs account via app.bundledocs.com. Within your account, a new bundle will be automatically created based on your Workspace. This will include your workspace folders, sub-folders and documents. Now that the hard work is done, you are free to customise your bundle as you like. Simple!

If you’re interested to learn more about Bundledocs and our integration with iManage, get in touch today. We can arrange a free online demonstration or trial so you can see how it works.

The Document Bundling Tool Every iManage User Needs - Webinar Recap

Earlier this month, we hosted an iManage focused webinar with our partners RBRO Solutions. During the session we had some great questions come through. In today's post we thought we'd recap for anyone that couldn't make it. Let's dive right in... 

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iManage Bundledocs Integration - RBRO Webinar Recap

Our latest webinar with RBRO Solutions took place earlier this month and was focused on our integration with iManage. It was great to see so many people from different sectors join us on the day to learn more about what Bundledocs can do - and our integration with iManage. 

If you were unable to make it, here are some of the iManage specific questions that came up... 

 

Does it include both a FileSite/DeskSite integration? 

Yes, Bundledocs links with iManage FileSite and DeskSite 8.5+. As a cloud first solution, we offer a full Work 10 server integration so you have anytime acess to your iManage documents. From there you can quickly create professional document bundles in minutes. Simple. 

 

To use Bundledocs, do you have to access iManage? 

No, Bundledocs is a stand-alone tool so you don't have to access iManage to use it. Really, our integration with iManage simply makes it easier to access your documents and files. We also have integrations with a range of solutions, such as NetDocuments, Tikit TFB Partner for Windows, GoogleDrive, Dropbox - or even just upload any document that sits on your computer. Take a look at our integration partners. 

Once you have your documents, you can then quickly and easily customise and prepare your bundles in minutes - from any location, with anyone and on any device. 

 

Can Bundledocs handle the creation of large bundles?

Yes! Bundledocs is the perfect tool for anyone that needs to create and work on large complex bundles. For starters, our unique design means that all the heavy lifting is done on the server - so no more slow pc's or worries about systems crashing. 

Then with our range of collaborative features, it makes it easy to work with anyone - whether they work in your office or anywhere. If bundles are too large to send via email - then use our inbuilt 'Forward Bundle' feature to quickly send the bundle to others. Don't want to send bundles back and forth?  Then our groups and collaboration features make it simple to work with anyone.  Document bundling has never been easier with Bundledocs!

 

Is there documentation on the integration available?

Yes, absolutely! We have everything from brochures, how to guides, videos - and much more. If you prefer to give it a go for yourself, we offer free trials of Bundledocs and our integration with iManage. What's more, we setup and install that for free too! 

Then if you would prefer to first book in a demo for you and your team, we can do that too. Just let us know when suits and we can get you started. Go on, give it a go! 

 

 

iManage and Bundledocs Integration

Want to learn more about the iManage and Bundledocs integration? Here is a brief recap...

For starters: Bundledocs seamless integration with iManage, the leading provider of work product management solutions for legal, accounting and financial firms around the world, takes the hard work out of document bundle preparation. 

Our integration connector makes it easy to take documents from iManage FileSite, DeskSite, iManage Work 10, iManage Cloud - or wherever you have documents stored. Bundledocs will then automatically convert all source files into PDF and instantly create an organised, numbered, sectioned, tabbed and indexed document bundle. 

With our integration connector you can create a complete bundle directly from your Workspace, upload complete folders, individual or multiple files and even save completed bundles back into iManage. The choice is yours. 

 

Interested to see it in action? Check out our short 2 minute video for a quick overview...

 
 

Interested to learn more about Bundledocs and our integration with iManage? We offer free online demonstration where we can take you through exactly how it all works. There is absolutely no obligation and it only lasts about 15 minutes. Otherwise, we can get you setup with a FREE 30 day trial account. Simply give it a try and see if it suits.