iManage

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.  

 

RBRO Solutions Hosting Bundledocs Webinar

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Interested to learn more about Bundledocs and how it integrates with iManage? You're in luck!

Our partners RBRO Solutions are hosting a complementary webinar this month so now's your chance to see Bundledocs in action. What will be covered?

  • How it all works: Discover the simple 5 steps you need to create a bundle.

  • Integration: See how Bundledocs seamlessly links with iManage FileSite and DeskSite.

  • Mobility: How to create and view bundles on the move.

  • Collaboration: How to collaboratively work with others on document preparation.

 

HOW CAN I REGISTER?

Come and join us! The webinar is taking place on Monday, April 30th at 12.00pm - 1.00pm EST. That's less than a week away. Register now to book your place. 

Unable to attend the webinar? Let us know and we will arrange a free online demsonstration at a date and time that better suit you. 

 

Create an Electronic Binder from iManage - Video

If you are on the hunt for a solution to help with the creation of electronic PDF binders, then look no further than Bundledocs. We have everything you need to create the perfect ebinder in minutes. Ready to learn more? 

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This month marks one year since we launched our integration with iManage - and what a year it's been! For anyone unfamiliar with our integration with iManage, not to worry. Check out our recent posts: Top 3 Reasons Every iManage User Needs Bundledocs and our Bundledocs-iManage Integration FAQ to get up-to-date on everything you need to know. 

Following on from this, in today's post we wanted to recap just how easy it is to create a complete electronic binder directly from iManage. Let's take a closer look...

 

How Can I create an Electronic Binder from iManage?

Create electronic binders in minutes with Bundledocs. Take your documents directly from iManage. Bundledocs electronic closing binder software will convert all files to PDF and instantly create an organised, numbered, sectioned, tabbed and indexed ebinder. Immediately ready to share with clients, council or any third party. It's easy to use, secure and highly reliable. 

Sound good? To help give you a better idea of how it all works, we have created a short 2 minute video. Check out how simple it is to create an electronic binder directly from iManage...

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

 

Bundledocs works seamlessly with iManage FileSite, DeskSite, iManage Work (WorkSite) and iManage Cloud. With our integration you can...

  • Create binders from Workspaces. Create your binder directly from iManage. Bundledocs will automatically pull in folders, sub-folders and all documents you have contained within your Workspace. With just a few click you can replicate your entire Workspace into a Bundledocs bundle.

  • Effortlessly upload any document or folder. Quickly add individual documents, multiple documents or entire folders directly into Bundledocs. To upload, simply choose your documents, your bundle and your section. From there you can create the perfect electronic binder instantly.

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

 

Interested to learn more? We are running a free webinar on Feb 28th. We will be showcasing how you can create electronic binders, bundles and ebriefs from iManage with Bundledocs. To book your place, you can register via: Easily Prepare Bundles Directly from iManage - Webinar Registration or get in touch with our team to arrange a free online demonstration at a time that suits you. 

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!