How to Create a Case Bundle from Interactive Practice Management Software

Have you heard that Bundledocs integrates with Quill’s Interactive practice management software? In today’s post we will take you through the steps you need to quickly and easily create a case bundle using Interactive. Let’s get started…

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Last month we were thrilled to launch our new integration partnership with Quill’s Interactive legal case and document management software. Quill, one of the UK’s largest legal software providers, and our latest integration makes it simple to create case bundles, document booklets or electronic binders. Better still, as we’re both cloud-based you can work on the go and produce bundles from any location, any time, from any device. What could be better!

How to Create a Case Bundle from Interactive

follow these 5 simple steps to create case bundles on the go

  • Step One: Create a new bundle with the click of a button.

  • Step Two: Next add sections. You can create as many sections, sub-section or volumes as needed.

  • Step Three: Once you have created your sections, it’s time to add your documents. You can upload files from any location - including Interactive. Easily search matters, filter folder results and upload single documents or a range of documents at once.

  • Step Four: Once you have uploaded your documents from Interactive, you can finalise any customisations and generate your bundle. There are a range of options available including: adding a custom title page, custom index page, adding watermarks, restarting page numbering or applying bates numbering etc.

  • Step Five: This is the best bit. Bundledocs automatically collates all your documents (regardless of file type) into a single PDF case bundle. It creates a full table of contents/index page that is hyperlinked, your bundle is bookmarked and each page fully paginated. Need to make a change? Simply re-generate and everything is re-indexing and re-numbered again for you - instantly!

If you’re interested in learning more about Bundledocs and our awesome integration with Quill’s Interactive then get in touch today. We can arrange a free online demonstration so you can see how it all works - or avail of our free 30-day trial and give it a go for yourself.

How Do I Upload Emails with Attachments to Bundledocs?

Did you know you can upload emails with attachments to Bundledocs? In this post we will take you through the steps you need to enable attachments and we’ve even created a short video so you can see it in action. Let’s see how it’s done…

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Recently our support team had a number of inquiries from new users asking if it’s possible to upload emails with attachments and have the attachments show in the bundle. Following this we thought we would create a short post and show you how it’s done.

 
“I am creating a bundle for court that contains lot of email correspondence. Many of the emails have attachments. Can Bundledocs show both the email and attachment? Or will I need to upload the attachments manually?”
— Bundledocs Support Query
 

How do I Include Email Attachments in my Bundledocs Bundle?

The ability to include email attachments is not switched on by default. However, using these quick steps you can update your account settings to allow email attachments on upload.

 
 

  1. Access your account settings.

  2. Select ‘Use Email Attachments Where Possible?’ so it is switched to ‘Yes’.

  3. Select ‘Update’ to save settings.

That’s it! If you have any questions about Bundledocs, make sure to contact our support team, grab a copy of our complete user manual or check out our YouTube Channel to see Bundledocs in action!

Bundledocs Announce Sponsorship of Tikit P4W National User Group 2019

The news is out! Bundledocs, a Tikit P4W partner, is thrilled to yet again sponsor and showcase at the upcoming Tikit P4W National User Group Conference.

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This year we are delighted to return to the BT Centre for the Tikit National User Group as gold sponsors. If you’re a Tikit P4W user then this is the event to be at. This year promises to be the best one yet and the agenda is jam packed covering everything from the Tikit User AGM, workshops, updates on new feature releases, enhancements and exploring the product road-map, to name just a few…

During the event the Bundledocs team will be hosting a special workshop to discuss paperless working and how to make a paperless office a reality. So if you’re interested in reducing paper waste, reducing bundling costs and increasing efficiency in your practice, then come join us.

Will you be attending the Tikit P4W NUG 2019? We are delighted to be exhibiting alongside some awesome legal tech solutions including InfoTrack, The Link App, Perfect Portal and much more. Can’t wait to see you there!

Tikit P4W National User Group Conference Details

Thinking of attending the Tikit P4W National User Group Conference 2019? Here’s what you need to know…

When: Thursday, November 21st - Friday, November 22nd 2019

Where: BT Centre, 81 Newgate Street, London

Time: Day One begins at 09:00am and Day Two begins at 09:30am.

Stand: Bundledocs will be located in the Partner Pavillion.

Conference Passes: Visit Tikit’s Events page for full details on Delegate Tickets and prices.

Bundledocs New Feature Release - September 2019

Ready to discover our new feature releases from September? Here’s what’s new…

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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. Our amazing Development Team have introduced some awesome new features, we know you’re going to love. Here’s what’s new…

Save Generate Options

We’ve added a new feature to our ‘Generate’ options so it’s now possible to save the generate bundle options selected - without having to generate the bundle. This is a handy feature for any Bundledocs user and especially for anyone working with large bundles. To save generate options simply select ‘Save' from the Generate button.

PREVIEW A DOCUMENT USING SPLIT VIEW

On high resolution monitors (HD wide screen displays), you can choose to display the document preview window along side your Bundledocs work area. Using this ‘Split View’, you can view your sections and order of documents in your bundle, on the left; and the document preview window will appear on the right. This is great as you can quickly open and review documents all from the one screen.  

FORWARD BUNDLE TO THIRD PARTY

It is now possible to prevent Bundledocs from delivering the Forward Bundle to Third Party password email, if you want. Simply select/de-select the new ‘Send’ button.

Check out our manual for full details - and screenshots!


New Collaborator Type - Analyst

We’ve added a new collaborator type. Now you can add a user as a Viewer, Collaborator, Downloader or Analyst. The new Analyst collaborator type has the ability to add annotation to the documents of your bundle.

Tab Leaders Now Supported for custom index

Since launching our Custom Indexing feature, we are continuing to add more and more ways that you can customise your index page. This month we added support for paragraph tab leaders. If you’re not already using Bundledocs Custom Indexing then get in touch.

Metadata for your Custom Index

In our August Development Roundup we announced that Bundledocs now supports metadata. This is great for your system admin, developer or super user as it allows you to store a dictionary of key/value pairs against bundles, sections and documents which is useful for templates and integrations. This month, we’ve added to this. Now it’s possible to reference Metadata fields at the bundle level in a custom index. Simply reference any Metadata field using the familiar “@” notation and the metadata field value will be pulled into the custom index when generating the bundle.

All features highlighted above are available in your account now so be sure to login to Bundledocs and download a copy of our manual for full details.

 

INTEGRATION NEWS

BUNDLEDOCS INTEGRATES WITH QUILL INTERACTIVE

Bundledocs are thrilled to announce our partnership with Quill interactive case and document management software. Our integration will allow Quill-Bundledocs clients quickly and easily prepare document booklets and bundles from anywhere.

If you’re a Quill Interactive user and interested in getting setup with the integration connector, then get in touch with our team today!

LATEST VIDEO RELEASES

Each month we release some quick videos that showcase just some of Bundledocs awesome features. Whether you’re discovering Bundledocs for the first time or you’re a seasoned pro, we have something for everyone. Discover some of our latest YouTube releases here:

If there is anything you want to see in action, let us know. Who knows you might be seeing it on our YouTube channel very soon!

UPCOMING EVENTS

This month we were delighted to announce our sponsorship of the 2019 Tikit Partner for Windows (P4W) National User Group Conference 2019. Taking place at the BT Centre, London on November 21st and 22nd 2019, this year’s event promises to be the best one yet.

If you’re a Tikit P4W user then this is the event to attend. For more information on the event, registration and agenda check out the Tikit P4W National User Group 2019 website.

How Do I Create a Subsection with Bundledocs?

Bundledocs offers so many ways for you to order, format and customise your documents. No matter what type of bundle or document booklet you are creating, many of you will need to organise your documents into sections. But did you know you can easily create subsections and multiple sectioned bundles with Bundledocs. If you want to know how to create a subsection, then keep on reading.

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How To Create a Subsection for your Bundle

Creating sections and sub-sections is really easy. We find it’s often easier to see it in action so we’ve created a short video so you can see how to create subsections in Bundledocs.

  1. Rename Section. To rename any section all you need to do is double click. This works for documents too!

  2. Create Sections. Simply use the ‘Create Section‘ button to add additional sections to your bundle. Anytime you need to create a subsection, you must first create a section, so this is where you start.

  3. Arrange Documents. If you have already uploaded documents into another section, not to worry. You can easily arrange files by dragging or dropping. We’ve even introduced our ‘Move with a Click‘ feature to make it even easier to move multiple documents at once.

  4. Create Subsection. To create a subsection, simply drag and drop the section you want to into the section above. In our example, the section above (i.e. Reports) is already open/expanded so we simply need to drag the section to the right to create our sub-section.

Remember, you can create as many sections, subsections and volumes as you need. So create your bundle early in the case and build as you go. No need to wait until the last minute.

Working with Sections: Top Tips

If you’re new to Bundledocs or simply are interested in learning more about sections and subsections, we’ve gathered together some of our top tips. You’ll be a pro in no time!

  • Save. When working with sections, subsections and volumes, we would always recommend saving as you go. Simply press the ‘Save‘ button. This will automatically re-number everything when your moving sections and documents.

  • Expand/Collapse. Did you know you can easily expand/collapse sections using the arrow to the left of your sections. Expand to view documents or any subsections. There’s even a expand/collapse button at the top of your screen so you can instantly open/close all sections at once. Find out more: Easily Expand/Collapse All Bundledocs Sections

  • Upload into a Section/SubSection. In our video we showed you how to move documents from one section to another. However, you can easily choose what section you want to upload documents on upload. Find out more: Can I upload files into a specific folder / section?

  • Use Templates. Templates are great for anyone creating the same types of bundles again and again. Using templates you can create the structure of your bundle (set sections and subsections) and save customisation settings too. Saving you time and effort. Find out more here: How to Prepare a Court Bundle Template with Bundledocs


If you’re interested in learning more about creating a bundle using Bundledocs, then get in touch. We can show you how easy it is to create bundles that adhere to court requirements, practice directions or even just your house style.

Get Started with Bundledocs Today...