Bundledocs New Feature Release - August 2019

Ready to discover our new feature releases from August? Here’s what you need to know…

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LATEST DEVELOPMENT RELEASES

Each month we’re thrilled to bring you even more amazing features to help reduce document preparation stress and save you loads of time too. All features highlighted below are available in your account now so be sure to login to Bundledocs and download a copy of our manual for full details.


FORWARD BUNDLE TO THIRD PARTY

It’s now possible to receive a summary notification when using the ‘Forward Bundle to Third Party‘ option. With this, Bundledocs will send a summary notification so you can easily see if the recipient received the forwarded bundle.

Sounds great. How does it work? All you have to do is select the ‘Receive Summary Notification‘ option when sending the bundle (using our ‘Forward Bundle to Third Party’).


METADATA NOW SUPPORTED

Recently we introduced support for metadata which is great news for your developer / System Administrator / Super user. It is used to store a dictionary of key/value pairs against bundles, sections and documents which is useful for templates and integrations.

So if you’re a Developer, System Administrator or Super User get in touch for more information.


TYPING DOCUMENT DATES

If you currently include document dates in your bundle, then listen up. We’ve added an enhancement to the on-screen ‘Date Picker’. It is now possible to select the relevant date or type a date into the date field.

Quick Recap: How to Include Document Dates on your Index Page video

If you’re interested to learn more about working with document dates, get in touch with our support team or access your bundledocs account to download our complete user manual.


CUSTOM INDEX SUPPORTS PAGE BREAKS

Page Breaks are now supported for the main section (i.e. @Main) of your custom index. With this latest feature release you can apply page breaks to the main definition of a custom index.

Get in Touch to Learn More

INTEGRATION NEWS

Bundledocs Integrates with Microsoft Office Word

If you missed our Bundledocs New Feature Release - February 2019 edition, you may not be aware that Bundledocs supports Custom Indexing. This awesome feature allows you to fully customise the look and feel of your index page. You have the complete control and can design it to suit court requirements, your house style - whatever it is.

Whilst developing Custom Indexing, we thought it would be even more helpful to develop an integration with Microsoft Office Word. After-all, that’s where the majority of you will be creating and modifying your custom index. How does it work?

  • Bundledocs Tab. Once you have downloaded the integration, a Bundledocs tab will immediately appear on your MS Word ribbon.

  • Check Out. Simply select ‘Check Out‘ to download a Custom Index from an existing bundle.

  • Check In. Simply select ‘Check In‘ to upload a custom index into an existing bundle. It even works for any Word document you are working on!

Note: Our integration works with Microsoft Office Word 2013+.

Interested to learn more? Get in touch today and we will provide you with the Microsoft Office Word Installer and help get you started.

Request the Word Installer

LATEST VIDEO RELEASES

Each month we release some quick (and hopefully helpful!) videos that showcase some of Bundledocs awesome features. So whether you’re only discovering Bundledocs for the first time and are interested to see how it works; or if you’re a seasoned pro, we have something for everyone. Discover some of our latest YouTube releases here:

DIscover more videos

Bundledocs Integrates with iManage Cloud and iManage Work 10.2

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Bundledocs seamless integration with iManage Cloud and Work 10.2

Bundledocs, an iManage integration partner and cloud first document bundling solution recently announced full support of iManage Cloud and iManage Work 10.2.

iManage Cloud and iManage Work 10.2 the latest cloud offerings from iManage, a market leader in document and email management, will further transform how professionals work by enabling IT organisations to more rapidly take advantage of new iManage product innovations. Together with Bundledocs, legal professionals can now effortlessly access case documents and securely produce electronic bundles, binders or document booklets from any device, anywhere.

Commenting on the latest integration, Brian Kenneally, Director at Bundledocs said: “Bundledocs is a long-standing partner of iManage and our integration helps professionals worldwide handle document preparation quickly and easily. Our integration works with all versions of iManage – including iManage Cloud and iManage Work 10.2. Bundledocs is a 100% cloud first solution so the integration with iManage cloud offering is very straightforward – it’s simply cloud talking to cloud. We’re seeing a growing number of firms embracing cloud technologies and we are delighted to showcase how a true cloud bundling tool can help maximise efficiencies within organisations today”.

Interested to learn more about Bundledocs and our integration with iManage? Get in touch. We can arrange an online demonstration and free 30-day trial so you can trial Bundledocs and our seamless integration with iManage. What could be better!

Discover More About Our iManage Integration

About Bundledocs

Bundledocs market leading cloud software is the ultimate tool for today’s paperless lawyer. Our incredibly easy to use software provides legal professionals with powerful document bundling, in-browser document manipulation, a suite of annotation features, OCR, collaboration and secure sharing. We partner with the industry’s largest technology providers (including iManage, Worldox, Tikit TFB, NetDocuments, Sharepoint etc.) to deliver a fully integrated document workflow to our global client base. Now sold in over 30 countries worldwide, Bundledocs helps legal professionals save time, cut costs and create massive efficiencies within their organisation. Get in touch with us to learn more about Bundledocs.

3 Ways Lawyers Can Reduce Paper Waste

Whether your environmentally conscious or simply looking to reduce costs, there are many reasons why moving towards a paperless office can be good for your practice. In today’s post we will explore the top 3 ways electronic document bundling software and collation tools, like Bundledocs, can help you reduce paper waste and even save you money in the process.

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SWITCH TO ELECTRONIC BUNDLES

(This one reduceS paper waste + saveS valuable employee time)

We may be biased here but making the switch to electronic bundles is key to reducing paper waste for your practice. Many practices today still manually prepare bundles which can amount to significant paper waste - as well as wasting valuable employee time.

The process of preparing court document and bundles is a time intensive and laborious task. Making the switch to an electronic bundle tool can significantly reduce the amount of time needed to prepare documents. Tools, like Bundledocs, automatically collate documents into a single PDF file handling indexing, paginating and everything in between. As everything is done electronically, making changes is done instantly and there is no paper waste.

For example, if document arrive at the last minute. Simply upload them into Bundleodcs, re-paginate with a single click and download the updated bundle. Just think how much time, effort and paper could be saved!

ONLY PRINT ONCE

(This one reduces paper waste + saves printing costs)

We know that not all courts accept electronic bundles (yet), but that does not mean you can’t produce bundles using electronic document bundling tools.

In an attempt to reduce paper waste and help save on printing costs such as paper and printer ink, making the move to electronic bundling can be really helpful. Using an electronic bundling tool you can handle all preparation electronically and draft again and again until you get it right. No need to print unnecessarily. Simply wait until you need to have a paper copy of the bundle and print. Only print once - one time, one cost.

Plus, when the courts do come to accept electronic bundles, you’ll be ready!

NO POSTAGE REQUIRED

(This one reduces paper waste + removes postage costs)

At Bundledocs we know that you may need to work together on bundles. That’s why we’ve included a range of online collaborative features that can help you reduce paper waste and significantly reduce postage costs when you need to share a bundle with others.

Need to send a bundle to a third party? Then our Secure Share feature is for you. Want to grant access to a collaborator to work on the bundle with you? That’s where Bundledocs Collaboration comes in. Or do you only want to work with your colleagues and team members on bundles? Bundledocs powerful Groups has everything you need to get the job done.

No need to have copies of bundles everywhere. Create a single bundle electronically and grant access to anyone that needs it. Secure and cost effective. Win, win!


If you’re looking to move towards a paperless (or less paper) office, then get in touch. We offer a free 30-day trial so you can test Bundledocs and start reducing your paper waste today.

Try for Free & See

I forgot my password. Can I set a new password for my Bundledocs account?

Oops! You’ve forgotten your password to Bundledocs. No need to worry, you can easily reset your password at any time using these simple steps.

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How to Reset your Bundledocs Password

Need to reset your Bundledocs password. It only takes a few steps, simply…

 
 
  1. Visit Bundledocs via app.bundledocs.com

  2. Select the ‘Reset Password‘ option in the bottom left of your screen

  3. Type your email address in the field provided

  4. You will receive a “Password Reset Request“ email. From here you will be able to set a new password for your Bundledocs account.

That’s it. If you’ve any other queries about Bundledocs make sure to get in touch with our support team. Or why not download a copy of our manual - it covers everything you need to know!

Watch how to reset your password

Bundledocs New Feature Release - July 2019

Who’s ready to discover the latest development releases from Bundledocs? We have everything you need to know so keep on reading…

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LATEST DEVELOPMENT RELEASES

This month we’ve launched some great new features to help save you even more time and make document preparation and customising even easier. All features are instantly available to you now, so login to your account and download a copy of our manual to learn more.

MORE OPTIONS FOR YOUR INDEX PAGE

In this month’s release, we’ve added even more customise options for your index page. We received a number of requests from users asking it was possible to prevent a document from appearing on the index page of a bundle? It is now!

We’ve added the ‘Is this document hidden on index pages?’ option to the edit details area for a document. Selecting will remove the item from the index page however the contents of the bundle will still remain in the bundle. Once you mark the document, a red border will appear to the right of your document so you can easily identify these documents on-screen.

Check out our manual for full details on how it works.

DISPLAY ORDER

It’s now possible to choose the ‘display order’ as the document description. This will apply the standard Bundledocs display order to the pages of a document in the final bundle.

DID SOMEONE SAY - QUICK TOGGLE!

We’ve made enhancements to our ‘Quick Toggle’ menu to make it easy to apply settings to a number of documents and all with a single click.

It’s great when you would like to, for example, mark a number of documents as late inserts. You no longer have to individually select each document. Using our Quick Toggle option you can instantly apply the setting to a number of documents at once.

What options have been added to the Quick Toggle menu?

  • Included. The document is removed entirely from the generated bundle.

  • StrikeOut. The document’s content is removed from the bundle. The document appears in the bundle index with a strike-through with standard ordering and page numbering applied.

  • HideOnIndex. The document is removed from the index pages of the bundle. The documents content appears in the body of the bundle.

  • Late Insert. The document adopts a separate page number and order sequence. Which means the existing page numbering and index is not affected.

  • Simple Insert. The document is excluded from all bundle page numbering and ordering. The document appears on the index without page numbering and ordering applied.

Download our Manual to see more


LATEST VIDEO RELEASES

Each month we release some quick (and hopefully helpful!) videos that showcase some of Bundledocs awesome features. So whether you’re only discovering Bundledocs for the first time and are interested to see how it works; or if you’re a seasoned pro, we have something for everyone. Discover some of our latest YouTube releases here:

See More Videos

UK Government Cloud Compliant Solution

Have you heard the news? Bundledocs is cloud-first, easy-to-use and G-Cloud approved!

Bundledocs has once again been selected as a UK Government cloud compliant tool, under the Digital Marketplace framework. The Digital Marketplace, if you are not aware, is designed to help UK public sector bodies easily evaluate and procure cloud solutions.

Bundledocs is no stranger to G-Cloud having been a selected provider for a number of years. If you’re interested to learn more, check out our announcement post ‘Bundledocs electronic document bundling solution is gcloud 11 compliant’.

Any Questions? Get In Touch