Can I Collaborate with Colleagues in Remote Locations on Bundles using Bundledocs?

Let’s discuss collaboration. Here at Bundledocs making it easy and secure to work with others has been our priority since day one. Plus as a cloud-first solution we have the flexibility to allow you to work seamlessly with anyone, anytime and on any device. Let’s jump right in and show you how collaboration is done…

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We were inspired to write today’s post from a recent enquiry we had about Bundledocs. The user (and now client) was looking for a solution that integrated with their DMS system and allowed them to easily collaborate on bundles with colleagues in different office - without the need to travel.

 
We are looking to collaborate with colleagues in remote locations on bundles - without the need to travel to each office. Is it possible to permit people in various offices access the bundle data so we can collaboratively work on bundles?
— Bundledocs Enquiry
 

Yes. If you too are looking for a solution to help you securely collaborate with colleagues, other side counsel, clients or any third party, then Bundledocs has a solution for you. In this post we will go through Bundledocs Secure Share; Bundledocs Online Collaboration and Bundledocs Groups. Let’s get started!

Secure Share

(Electronically share your bundles in an instant)

How it works. Our Secure Share allows you share a password protected bundle with anyone - outside counsel, barristers, other side solicitor, client etc. When you share a bundle using Bundledocs, the recipient will receive two emails: The first contains a unique password and the second email contains a link to download the bundle. Use both to instantly download the bundle.

How it helps. Our Secure Share is great for anyone working with large bundles. You are no longer limited by your email limits and can now send bundles of any size to anyone. You won’t need to print and send bundles unnecessarily and can help move towards being a less-paper office. Win. Win.

Did you know? Many of our clients are now using our Secure Share feature to share the index or Table of Contents page with others. Simply generate your bundle to only include the index page and then securely share your index with others. Here’s a quick video so you can see it in action: Share Index with Others (Video).

Over the last few months we’ve added a number of new enhancements to our Secure Share feature to make it even better. It is now possible to set an expiry date for your shared bundle; set download limits and even type longer messages when sending.

Online Collaboration

(Securely collaborate on bundles with anyone)


How it works. Bundledocs Online Collaboration allows you grant access to others to view, edit and work on your bundle(s). You can grant access to any third party - you control who is allowed access and what access type they have.

How it helps. With online collaboration the days of sending bundles back and forth are over. Create one bundle and grant access to anyone that needs it. This feature is great if you need to have a number of people working on a bundle. The best bit? You don’t even need to have a Bundledocs account. It’s automatically created when you send them the invite!

Did you know? Bundledocs allows multiple users to work on the same bundle, at the same time. This is brilliant for anyone who’s working on large complex cases. It ensures that when you’re working on a particular section of your bundle, it’s locked for use to another other user.

Work in Groups

(Work together with colleagues on your bundles)

How it works. Bundledocs Team Groups allow you to work together with colleagues on your bundles. Everyone is working from the same place - regardless of which office they are in or where in the world they are.

How it helps. You don’t have to wait until the last minute to start preparing your bundles. Build up and modify as the case progresses and remove the last minute stress. Plus with everyone working from the same place you no longer have to worry about duplication. What a dream!

Did you know? Bundledocs have introduced Management Groups to help you easily manage your organisations user licences, bundles, access rights, global template and styles - and much more. If you’ve yet to introduce Management Groups in your practice, then get in touch today. We will be happy to show you how it works and offer free Admin training too.

That’s a wrap. If you’ve any other queries about Bundledocs secure share, online collaboration, team groups or management groups then make sure to contact our team. We will be delighted to show you more.

Electronic Document Bundling Software for Family Law Solicitors

Are you looking for software to help you quickly and easily prepare a family law bundle for court? You’ve come to the right place. Bundledocs electronic document bundling software has everything you need to create the perfect bundle in minutes. So whether you’re a family law solicitor or self litigant, this is the tool you need. Ready to learn more?

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BUNDLEDOCS ELECTRONIC DOCUMENT BUNDLING SOFTWARE

It’s simple. Bundledocs electronic document bundling software is designed to help lawyers easily create electronic bundles quickly and easily.

So how does it work? Take documents from anywhere, adjust the order, group them, redact anything you don’t want included and that’s it. Bundles are instantly ready to save, securely share or print – from any device, at any time. We even handle document manipulation, annotations, OCR and online collaboration.

Bundledocs is so easy to use most of our users never had training. There is no minimum contract period (so you can cancel at any time) and there is no install required so you can get going straight away.

Did we mention we offer a free trial too? Why not give it a try and see if it suits your requirements.

Unable to view? Visit the Bundledocs YouTube Channel to see our document bundling software video and many many more.


HOW TO CREATE A FAMILY LAW BUNDLE

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1. CREATE YOUR FAMILY LAW BUNDLE

First let’s create and structure our family law bundle. You can create as many sections and sub-sections as you need.

2. ADD DOCUMENTS TO YOUR BUNDLE

Now that we’ve created our bundle we are ready to add our documents. You can upload directly to each section from the uploads area. Remember, Bundledocs integrates with a range of world leading solutions to make uploading simple. Our integration partners include iManage, NetDocuments, Tikit TFB Partner for Windows, Dropbox, Clio and much more.

3. ORDER AND CUSTOMISE YOUR E-BUNDLE

You can easily arrange and re-arrange files once their uploaded. Then when you’re ready to complete your bundle, all you need to do is hit the ‘Generate‘ button. There are a number of options you can apply to customise each version of your bundle - whether that’s changing the look of your cover page or index page; re-positioning page numbers, adding watermarks etc - you can do it all here.

4. DOWNLOAD YOUR FAMILY LAW BUNDLE INSTANTLY

Once you click the magic ‘Generate‘ Bundledocs will instantly merge all your files into a single PDF document. An index page is created that lists all your sections, document and corresponding page numbers. It’s hyperlinked too so if you are using it on your computer you can quickly navigate and get to the section/document with a single click. Each page of your bundle is paginated and numbered and did we mention that we automatically create bookmarks too?

Your completed family law bundle is instantly available to download in PDF and this can be printed. Alternatively, if you would like to send the bundle on you can securely share directly from Bundledocs. Amazing!


One of the best things about Bundledocs electronic document bundling software is that making changes is so simple. Now you don’t have to wait until the last minute to prepare your family law ebundles. If you make a change (change the order, add additional documents, need to change the look and feel etc.) just click the ‘Save‘ button. This will automatically update everything - the index, bookmarks, links, page numbers. Say goodbye to document preparation stress!


CREATE YOUR FAMILY LAW BUNDLES WITH BUNDLEDOCS

Ready to say goodbye to your family law bundle preparation worries?

If you’re interested in giving Bundledocs electronic document bundling software a try then you can start your free no-obligation free trial now. Prefer to see how it works first? No problem. Get in touch with our team and we will be happy to arrange a free online demonstration at a time that suits you. We can’t wait to hear from you!

Bundledocs New Feature Release - March 2019

Each month we’re delighted to bring you the latest feature releases, news and updates from the world of Bundledocs. Following our custom index release last month (thanks for all the great feedback!), we’re thrilled to bring you even more exciting development news.

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BUNDLEDOCS LAUNCH DOCUMENT MANIPULATION

Our Development team have been working in overdrive to bring you exciting feature release that will make document preparation even easier for you. Last month we were thrilled to launch our new custom index feature. So it’s now possible to add custom index pages to your bundle - formatted to look just as you want!

But what could possibly beat that? Two words. Document Manipulation!

We’re thrilled to finally launch a range of document manipulation tools so you can seamlessly work with your documents directly from Bundledocs. Now it is possible to easily re-order pages, rotate pages, split, extract or even delete pages from an upload document whilst previewing. Awesome right?

To help give you a better idea of how document manipulation works, we’ve created an Introduction to Document Manipulation video so you can see for yourself. Check it out.

Remember, if you’ve any questions about any new feature releases, get in touch with our team. We always love hearing from you so don’t be a stranger!

 

SEE YOU AT LEXPO

Earlier this month we were delighted to sponsor the 2019 British Legal Technology Forum in Billingsgate, London. It was great to catchup with our customers, partners and showcase Bundledocs to so many on the day. If you missed our event recap, then check it out here: British Legal Technology Forum 2019 - Event Recap.

What next for Bundledocs? The next stop for the Bundledocs will be LEXPO’19 as sponsors for their annual legal innovation event. This expo will take place on April 8th and 9th in the Park Plaza, Amsterdam. This is the first year we will showcase at the event and we can’t wait!

How to Create a Closing Binder in PDF?

Looking for a way to easily create a closing binder in PDF format? We’ve outlined how this can be done in only 5 steps. So whether you need to create an electronic closing binder for legal transactions, residential real estate closing, mergers and acquisitions etc. - this is what you need to know.

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How can I create a closing binder in PDF?

If you need to create closing binders then you’ve come to the right place. Bundledocs is the ultimate electronic closing binder software and has everything you need in one place to create your binder quickly and easily. Here’s how it works…

  1. Make your Closing Binder in Bundledocs. The first step to create your closing binder is to create the structure of your binder by creating sections and sub-sections. Create with a click and name as you wish.

  2. Add Documents to your Binder. Once you’ve created the structure of your binder, you can then add documents. With Bundledocs you can access documents no matter where they’re stored. So whether they’re on your pc or need to be accessed via our seamless integration partner connectors - it’s all possible with Bundledocs.

  3. Customise your Binder. When you are ready to complete your closing binder, there are a number of ways you can customise it. For example, you can add a custom cover page; customise how you index page/ table of contents page appears; add page numbering etc.

  4. Generate. When you are ready to complete your binder, simply click the ‘Generate‘ button. This will automatically merge all your uploaded files (regardless of file type) into a single PDF document. In an instant you will have a perfect pdf binder that is sectioned, indexed, bookmarked, hyperlinked and formatted for you.

  5. Print or Securely Share. Now that your binder is complete it is ready to print or electronically share with others. Bundledocs offers an in-built secure share feature to make sending your completed electronic closing PDF binder easy. Perfect if binders are too big to send via email!

Ready to give it a go? We offer a free 30-day free trial so try for free and see for yourself!

British Legal Technology Forum 2019 - Event Recap

This week our team sponsored the 2019 British Legal Technology Forum in Billingsgate London. It was an exceptionally busy day, here’s what we got up to…

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Each year the British Legal Technology Forum gets bigger and better and is a must for anyone interested in legal technology. Big thanks to NetLaw Media for another great event and Darren Armstrong in particular, who has just announced that this was his last event with the company.

During the event a number of our partners including iManage, NetDocuments, Tikit TFB, Timeslice and Clio were also sponsoring and we were thrilled to showcase our awesome integrations. We had a lot of questions about how Bundledocs integrates with iManage (whether it is Filesite, Desksite or iManage Cloud) so if you didn’t get a chance to check it out, here’s some more info: ‘iManage Integration Partner Bundledocs - Easily Create Bundles‘.

Our team were positioned at Stand #A05 and were delighted to catch-up with so many of our happy customers, as well as meet some new faces. Our team gave a record number of on-the-spot demonstrations and it is great to see so many legal professionals interested in maximizing efficiencies and processes within their practices.

If you didn’t get a chance to stop by, then get in touch now and we can set up a no-obligation demonstration and free trial so you can give Bundledocs a try and see if it suits your requirements. Book your free demo now.

What’s next for Bundledocs?

Following a successful showcase at the British Legal Technology Forum, we’re delighted to be heading to Amsterdam next month for LEXPO 2019. This will be our first year sponsoring the event and we can’t wait! Find out where you can find Bundledocs on the day.

Make sure to keep up-to-date with the latest from Bundledocs. To find out what's new at Bundledocs or where we're heading next, follow us on LinkedIn, Twitter, Facebook, Google+ and YouTube