How To Collate a Document Bundle?

Collating documents can be a time consuming and costly task. But why waste valuable hours when there are tool, like Bundledocs, available that do the hard work for you. If you’re looking for a solution to help you quickly merge files into a PDF then we have everything you need. Keep on reading to see it in action.

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5 Steps to Create a Collated Document Bundle

(Discover how to combine and merge files to create the perfect PDF)

Bundledocs document collation software helps you effortlessly collate documents of any type into a single PDF document. We handle everything from converting files to pdf, sorting and merging. Here’s how it works….

 
 

  1. Create a bundle. Let’s get started. First things first, create your bundle.

  2. Upload documents. Upload documents of any type - pdf, jpeg, images, emails etc.

  3. Arrange & Sort. Easily sort and arrange in the order you want.

  4. Generate & Collate. Generate to merge all files into a single PDF file.

  5. Download. Download your final collated document or securely share directly from Bundledocs.

If you’re interested in learning more about Bundledocs document collation software then get in touch. We offer a free 30-day trial so you can give it a try. Alternatively, book an online demo and let’s us show you how it works.

Easily Sort Court Documents in Alphabetical Order

If you’ve looking for a tool to help you sort a load of documents in alphabetical order then look no further than Bundledocs. Sorting documents is done with a single click and updates are instant. Ready to take a look at how it works? Then keep on reading…

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Regardless of what you are producing - whether its documents for court, tribunal or your upcoming board meeting, sorting documents can be a really time intensive exercise. Not the case with Bundledocs. We make it incredibly easy to sort large numbers of files instantly. Don’t believe us? Why not avail of our free 30-day trial and give it a go for yourself.

How Do I Sort Documents Alphabetically

These are the steps you need if you’re looking to sort documents in alphabetical order.

  1. Enable Dates. The first thing you need to do is enable the document dates to appear on-screen. This is not the default and can be easily switched on. Simply select the ‘Edit Details’ option and choose to ‘Show Document Dates on Screen’. Once this option is selected we will be able to see, at a glance, our document dates and more importantly our sorting options.

  2. Arrange Documents Alphabetically. Sorting document in description order can be done with a single click. Select the arrow icon to sort either ascending or descending order.

If you’re having trouble viewing our ‘How to Sort Documents by Description‘ video (above) then head over to our YouTube channel to check it out.

That’s it. Your documents will be instantly arranged in alphabetical sequence. Need to amend or change the document name? No problem. All you need to do is double-click.


Bundledocs makes the creation of bundles incredibly quick and easy. If you’re interested to see how Bundledocs can help you streamline document production then get in touch. We offer free online demonstrations, a free 30-day trial or are on-hand to answer any questions you have. What are you waiting for? Get in touch with our helpful and friendly team today!

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.

Easily Sort Court Documents in Chronological Order

Looking for a solution to help you easily sort court documents in chronological sequence quickly and easily? You’ve come to the right place. In today’s post we’re going to show you exactly how it’s done…

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If you are preparing documents for tribunal, trial bundles or court proceedings, you will need to arrange your documents in chronological sequence. Setting out a timeline of events and arranging them in sequential order is made easy using Bundledocs court bundle software.

How Do I Sort Documents in Date Order?

 
 

Sorting documents with Bundledocs is incredibly easy. Here’s how it works…

  1. Show Dates. The first thing you will need to do is show the document dates on-screen. This will allow us to see at a glance our document dates and amend if necessary. Simply select the ‘Edit Details‘ option and select ‘Show Document Date on Screen‘.

  2. Arrange Documents Chronologically. Sorting document in date order can be done with a single click. Select the arrow icon to sort either ascending or descending order.

If you’re having trouble viewing our ‘How to Sort Documents in Date Order‘ video (above) then head over to our YouTube channel to check it out.

That’s it. Your documents will be instantly arranged in chronological sequence. Need to amend a specific date? No problem. Simply select the date and amend. Need to re-order a specific document? Moving documents can be done with a simple drag and drop. Check out our Moving Documents in Bundledocs for even more ways to move documents into place.


Bundledocs makes the creation of bundles simple. If you’re interested to see how Bundledocs can help you streamline document production and help make the process of creating bundles quick and easy, get in touch. We offer free online demonstrations, a free 30-day trial or are on-hand to answer any questions you have. What are you waiting for? Get in touch with our helpful and friendly team today!

Bundledocs New Feature Release - June 2019

Each month we’re excited to bring you the latest development releases and this month is no different. Ready to discover what’s new?

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LATEST DEVELOPMENT RELEASES

We’ve some exciting new features to share with you all. We’ve met with our development team and gathered together everything that’s new to Bundledocs this month. The best part about being a 100% cloud based solution is you don’t have to wait for installs, setup and roll-outs. Everything here is instantly available right now - all you need to do is login to Bundledocs!


Good News for Australian Users.

Bundledocs are thrilled to introduce a new storage location. Australian users now have the option to choose Australia Central and Australia East for the storage of new bundles. Making the change is simple and can be done directly within your account via the ‘Account Settings‘ area. Full details are covered in our manual but if you’re interested to learn more about our storage location options get in touch with our team.


Ready to Strike Out?

We recently received a request from a number of users, asking for the inclusion of a strike-out option. In short, they needed to be able to remove document contents from the generated bundle however the item (document name) still had to remain on the index page with a strike-through.

Your wish is our command! The Strike-Out feature is now available and it’s even supported if you use our Custom Index. How does it work?

  • Mark your Document. Select the ‘Edit Details’ and select the ‘Is this document a strike-out?’ and ‘Update’ to complete.

  • Let’s Generate. When you’re ready to complete your bundle, select ‘Generate’.

  • That’s it. You’re bundle will be instantly available to preview and download.

Bundledocs will then automatically generate the index page and any document that has been selected will have a strike-through. The contents of any marked documents will also be removed from your updated bundle. Perfect!

Why not login to Bundledocs today and give it a try for yourself.


Time Change for documents

It’s now possible to set time information for any uploaded document.

This can be done by editing a document and amending the ‘Display Time’ field.

It works in the same way as amending the document dates for your bundle. In some cases, you may find that the document date - or document time - is incorrect. With Bundledocs, you can now easily amend both the document date and the document time.

Remember our New Feature Release - January 2019 post where we released our Instant Re-Order feature? Just think how amazing this will be when coupled with our latest amend document date/time release. Now every document contained within Bundledocs can be quickly and easily sorted with a single click!


more reasons to love Custom Indexing

Bundledocs Custom Index is here and it keeps getting better and better. Each month our awesome Development team are releasing more and more ways for you to customise your index page so you can create the perfect bundle every time.

This month we’ve added a number of new terms into the mix to make it possible to further customise your bundle numbering. For example, Arabic numbering, Roman numbering and Latin numbering are now possible and you can even include the original section numbering too.

If you’ve yet to discover Bundledocs Custom Index and unsure if it’s for you, then get in touch. We can show you how it works, provide you with helpful user guides and even setup your own custom index for you. No reason not to get in touch!

LATEST VIDEO RELEASES

Missed any of our recent video releases? We’ve gathered them together so you won’t miss a thing. To help get new users up-to-date with how Bundledocs works we released a couple of videos, however if you already use Bundledocs then you will already know this part.

In addition to this we also released a new video all about our amazing Late Inserts feature. If you’ve yet to discover it then you’re in for a treat. Here’s how it works…

 
 

So what is our Late Inserts feature? Late inserts is ideal for anyone that needs to add additional documents to your bundle but doesn’t want to affect the existing numbering sequence.

All you need to do is upload the new document(s) and mark it as a ‘Late Insert’. Bundledocs then takes care of the rest.

Better still there is no need to waste paper re-printing the entire thing. We even have included the option to generate only the late inserts and new index page so you can instantly print or share the changes with others. What could be better?

Check it out: Bundledocs Late Inserts explainer video to see it in action.

Having trouble viewing the video, watch our ‘Late Inserts Explained’ video over on

If you’ve a video request then let us know! Our team are always on the look-out for new videos to create for you so get in touch if there’s any feature you want to see in action. Whether it’s to assist with internal training sessions or simply as a reminder for later, get in touch and who knows you might see it featured on our YouTube Channel very soon.

Tikit P4W Webinar

This month we were delighted to host a webinar with our partners Tikit TFB. There was a fantastic attendance on the day and we were thrilled to showcase how Bundledocs seamlessly links with Partner for Windows to make document preparation simple.

If you missed the webinar, get in touch and our team will be delighted to show you how it works. In the meantime, check out our Bundledocs Partner for Windows Integration video or our ‘How Do I Connect P4W to Bundledocs PDF Bundling Software’ post for more on getting the integration setup in your office.

Get Started with Bundledocs Today...