2015

Create a New Section with the Bundledocs Upload Helper

This week we have been reviewing the recently updated Bundledocs Upload Helper. This latest release has been specifically developed for Partner for Windows (P4W) users to enable them to seamlessly upload case documents from P4W into Bundledocs.  

Following on from yesterday's post, where we looked at how to create a new bundle within the Bundledocs Upload Helper we will now see how easy it is to create a new section and upload our selected files into this section. All using the Bundledocs Upload Helper. 

Once you have selected a bundle, next we will need to specify which section we would like to upload documents into. Within the Bundledocs Upload Helper users also have the ability to rename any section and/or create new section from your bundle.  

1. Select a bundle. Learn more. 

2. Select a section. The Bundledocs Upload Helper allows users to effortlessly re-name any section name. To do so, simply double click on the screen name. 

3. A window will then appear. Simply type the new name within the field provided. In this example we will rename 'Default Bundle Section' to 'Pleadings'.

4. Select 'OK' to complete. 

Want to create a new section? No problem. Simply select the 'Create Section' button to easily create a new section for your bundle. 

That's it! Once you have successfully selected your bundle and section within the Bundledocs Upload Helper, your documents will upload directly from P4W into Bundledocs. 

Create a New Bundle with the Bundledocs Upload Helper

For those that missed the announcement, Bundledocs, a Tikit P4W partner, recently developed an even more seamless integration between Partner for Windows and Bundledocs. This enhanced integration - the Bundledocs Upload Helper - is simple, intuitive and helps make the process of creating bundles effortless. 

In yesterday's post, we looked at how Partner for Windows (P4W) users can choose and upload files from Partner. The next step will be to upload these documents into the relevant case and begin to build our bundle. What's great about the new Bundledocs Upload Helper is you can either choose a previously created case or even create a new case. 

Simply select 'Create Bundle' to create a new bundle - directly within the Bundledocs Upload Helper. 

Already have a case created? Simply select the relevant case from the case list. 

If you are interested in the Bundledocs Upload Helper then get in touch with our team today! We will be happy to  provide you with our complete user guide or a free online demonstration. Get in touch today!

Effortlessly Upload Case Documents from P4W into Bundledocs

If you missed the announcement, Bundledocs, a Tikit P4W partner, recently revealed that we have developed an even more seamless integration between Partner for Windows (P4W) and Bundledocs. This new integration is the 'Bundledocs Upload Helper' and has been designed to help our P4W users seamlessly and effortlessly upload files directly from Partner into Bundledocs. 

What's great about the new 'Bundledocs Upload Helper' is it's simple and intuitive to use and only takes a few steps. To get started let's take a look at how we can upload case documents into Bundledocs from Partner.  

1. Choose a client/ matter: Simply type the client/matter code within the field provided to instantly access your Partner for Windows database. 

2. Choose a progress file: Select a progress file from the dropdown. 

3. Choose document(s) to upload: Select all or simply a number of your case documents to upload into Bundledocs. 

It really is that simple. If you are interested to learn more about the Bundledocs Upload Helper then get in touch with our team today. We will be happy to provide you with our complete Bundledocs P4W Integration User Guide or a free online demonstration. Get in touch today!

Bundledocs integration with Partner for Windows just got better

Exciting News for All Bundledocs and Partner for Windows Users...

Bundledocs, a Tikit P4W partner, are pleased to announce that we have developed an even more seamless integration between Partner for Windows and Bundledocs. This unique tool enables you to seamlessly upload files directly from Partner for Windows into Bundledocs. The enhanced Bundledocs Upload Helper is simple and intuitive to use and helps make the process of building briefs effortless. With the Bundledocs Upload Helper users can not only upload but also rename case documents, create new bundles or even sections. 

At Bundledocs we are dedicated to helping our clients. As such, the new Bundledocs Upload Helper is completely free and has been designed purely to make the process of building briefs even easier for our clients. The Bundledocs Upload Helper is available now so simply get in touch with our team to get started.

For those that want to learn more we will be posting every day this week to help you get familiar with our new tool. If you can't wait until then simply get in touch with our team and we will send you our Bundledocs Upload Helper User Guide, which covers everything you need to know to get started.

Q&A: Can I select certain pages from a PDF if I don't want all of them to appear in my bundle?

Question: Does Bundledocs provide a facility where you can select pages from a PDF document if you do not want all of them to appear in the bundle you are creating?

 

Answer: Yes. Bundledocs makes creating bundles simple. We know that even when documents are uploaded you may still need to make adjustments. Using our 'Page Range' or 'Split Range' features you can customise any uploaded file so only the relevant pages are included within your final completed bundle.

In today's post we will highlight the 'Page Range' feature. Unlike the Split Range feature, no additional documents are created, Bundledocs simply excludes any irrelevant pages (based on your specification). 

Let's take a closer look at how this works...

1. Upload your document into Bundledocs. Select the 'Edit Details' icon which is located to the right of your document. 

2. Once selected, a window will appear. Within the 'Page Range' field, you can specify which pages you would like to appear within your completed bundle. Within this example, I want to exclude pages 12 and 14 from my bundle. Therefore, within the Page Range field I will choose the range 1-11,13,15-16. (Do not use spaces when specifying your range). Select Update to complete. 

That's it. You can even preview your document and make sure it is exactly how you want it to appear. Simply double click the file type icon, as shown above, to preview. 

 

For full details of all Bundledocs features, download our Manual within your Bundledocs account.