Bundledocs Training Tip

How can I put my bundle in order in Bundledocs - Training Tip

Recently our online support team had an inquiry from a new user asking how they can put a bundle in order with Bundledocs. If you are new to Bundledocs and were interested to know how to move single and/or multiple files in Bundledocs, then this is the post for you. 

I am new to Bundledocs and using the free trial. I’ve uploaded my documents. How can I put my bundle in order?
— New Bundledocs User

Ordering and re-ordering files in Bundledocs is simple. To move a single document you just have to click on the file you want to move. Select the file type icon i.e. the PDF icon, word icon etc. to move any file. Once selected you can simply drag and drop the document into a new section and/or position. Still unsure? Check out our '5 Steps to Create a Bundle' video to see it in action!

Did you know you can also move multiple documents at once in Bundledocs? To do so you simply need to...

1. Choose your files using the select icons - these are located to the right of any uploaded document. Once selected the blue icon will turn red.

2. Select as many files as you need. Each selected document will be numbered. 

3. Then when you are ready to move the files, you just need to use the same process used when moving one file. Select the file type icon, in the example above we will select the PDF icon.

4. Once selected, simply drag and drop the documents into place. That's it!

 

Moving and arranging files in Bundledocs really is simple. Don't believe us? Why not register for a trial and give it a go for yourself. It's completely free!

Any Questions? Be sure to get in touch with our dedicated support team who are happy to assist.

Customize your bundle with Bundledocs - Feature Focus Recap 2016

Happy New Year!

To help kick off 2017 we are reviewing some of the #featurefocus posts and #trainingtip posts we released last year. At Bundledocs we want to keep our users up to date with the latest developments and feature releases (we are continually developing new features for you). 

Let's start the year off right and review some of what we covered in 2016...

Can I remove the Index Page from my bundle? Yes. Find out how. 

Can I remove the Title/Cover Page from my bundle? Yes. Find out how. 

How do I exclude a Section from my bundle? Find out how. 

How do I exclude a Document from my bundle? Find out how. 

How do I delete a document from my bundle? Find out how. 

Can I delete multiple documents at once in Bundledocs? Yes. Find out how. 

Want to learn more about Bundledocs? Get in touch with our dedicated team to arrange your Online Training session. Or simply download a copy of our Complete Training Guide. This covers everything you need to know about Bundledocs so get your copy today!

Missed any announcements last year? Make sure to follow us on Twitter, LinkedIn and Facebook so you won't miss a thing!

Can I remove the Index Page from my Bundle? - Training Tip

Following on from our recent post where we highlighted how to remove the cover/title page from your bundle, today's #trainingtip post will focus on how you can quickly remove the index page from your bundle. 

If you are new to Bundledocs then you may not be aware that Bundledocs automatically generates a complete index - that is fully sectioned, numbered and hyperlinked for easy navigation. Even better, Bundledocs offers a range of customizations so you can adjust your index to suit your requirements. 

In some cases however you may not require the inclusion of a complete index for your bundle. So, to remove the index page from your bundle simply do the following: 

1. Select Generate

2. Expand the 'Index Pages' section and select 'Remove Global Index Pages'. 

3. Apply additional customizations (if needed) and generate your bundle.

Give it a go for yourself. If you are new to Bundledocs then make sure to create your free 30 day trial account now. Already using Bundledocs? Then login now and try customizing your bundle today. 

Can I remove the Title Page from my Bundle? - Training Tip

In today's #trainingtip post we will take a look at how you can remove a title page or cover page from your bundle. If you are interested to see how, then let's take a closer look...


Is it possible to remove the cover page from my Bundledocs bundle?
— Free Trial User

At Bundledocs we are committed to providing you with the tools needed to prepare high quality professional bundles every time. When it comes to customizing your bundle, you have complete control and can choose options that suit your needs and requirements. 

If you have taken a look at Bundeldocs for yourself (we offer a free 30 day trial) then you may be aware that Bundledocs allows you to use our automatically generated title page or alternatively, to upload your own custom title page. But that's not all. Now you have the option to remove the Title Page entirely from your bundle. Take a look at how it's done...

1. Select Generate. 

2. Expand the 'Bundle Title Page' section and select the option 'Remove Global Title Page'.

3. Apply additional customizations (if needed) and generate your bundle.

This will remove the Title Page from your generated bundle. Need to include a cover page again at another time? No problem. Bundledocs is flexible and allows you to make as many changes, amendments and generate your bundle as many times as needed.

Give it a go for yourself. If you are new to Bundledocs then make sure to create your free 30 day trial account now. Already using Bundledocs? Then login now and try customizing your bundle today. 

3 Steps to Prepare a Hard Copy Electronic Bundle (ebundle) - Training Tip

Did you know you can effortlessly create a hard copy paper bundle from any ebundle created in Bundledocs? In our latest #trainingtip post we will highlight just how this can be done. 

Whether you produce paper bundles or produce electronic e-bundles, Bundledocs is the solution for you. Our unique solution simplifies and streamlines the process of preparing bundles through the automation of time consuming tasks. What does that mean for you? For legal professionals it means you no longer have to spend countless hours preparing bundles - creating indexes, numbering and paginating bundles, collating and much more. With Bundledocs this is all a thing of the past. 

How can I create a hard copy of my electronic bundle with Bundledocs?

Step One - Generate: When you are ready to produce your bundle, hit the generate button. This will merge all your documents into a single PDF bundle, automatically create an index page, number your entire bundle and apply any customization's you have applied. (Did we mention it automatically hyperlinks and bookmarks your bundle too!)

Step Two - Download: That's it! Your bundle is immediately available to download. 

Step Three - Print: You can download your PDF electronic ebundle directly to your computer, laptop, tablet or smartphone. Need to create a paper hard copy bundle? No problem. Simply select 'Print'. It really is that simple. 

Interested to learn more? Get in touch with our team today! We will be happy to give you a FREE online demonstration of Bundledocs. Alternatively, you can create a FREE 30 Day Trial right now.