Bundles - The Basics
1
From the **Bundles** page, click **Create a Bundle**.
2
Enter a name for your bundle. Once you’ve typed the name, press **Enter** to save it.
3
If you’d like to include a coversheet, click **Add Entry** and select **Coversheet** from the dropdown list.
4
Next, click **Add Coversheet**. You’ll then be prompted to upload your coversheet file.
5
Select your prepared coversheet file from your computer and upload it. Once the upload is complete, you can close the upload window to return to your bundle.
6
To start organising your bundle into sections, click **Add Entry** again and select **Add Section Heading**.
7
Enter the **Section Name** and **Section Key.**
8
Now you’re ready to start adding documents to your bundle. Click **Add Entry** and select **File Upload** from the list.
9
The Upload window will open. If your workspace is empty, simply drag and drop the files from your computer that you’d like to include in your bundle.
10
Select the documents you want to include, then click **Add to Bundle**.
11
Click the **⠿** icon to drag and drop your documents into the correct order if you’d like to rearrange them.
12
Once you’ve added all your documents, take a moment to review them. Click any document in the list to view it and ensure everything is in the correct order.
13
To add an index, click the **+** before the coversheet and select **Index**.
14
Click **Configure Columns** to customise the index columns.
15
When you’re happy with your bundle, click **Export** to begin exporting it.
16
An **Export** window will appear, allowing you to customise your bundle export. Once you’ve made your selections, click **Export** again to confirm.
17
The system will now begin preparing your bundle PDF export. This step may take some time, depending on the size of your bundle. You can leave this running on your computer and check back later to download it once complete.
18
Once the export is complete, click **Download Bundle** to download it.
19
**That’s It!** Your bundle is now complete — including a coversheet, index, section headings, and all supporting documents. You can now share, store, or review the bundle export as needed.
Bundles - The Basics
1
From the **Bundles** page, click **Create a Bundle**.
2
Enter a name for your bundle. Once you’ve typed the name, press **Enter** to save it.
3
If you’d like to include a coversheet, click **Add Entry** and select **Coversheet** from the dropdown list.
4
Next, click **Add Coversheet**. You’ll then be prompted to upload your coversheet file.
5
Select your prepared coversheet file from your computer and upload it. Once the upload is complete, you can close the upload window to return to your bundle.
6
To start organising your bundle into sections, click **Add Entry** again and select **Add Section Heading**.
7
Enter the **Section Name** and **Section Key.**
8
Now you’re ready to start adding documents to your bundle. Click **Add Entry** and select **File Upload** from the list.
9
The Upload window will open. If your workspace is empty, simply drag and drop the files from your computer that you’d like to include in your bundle.
10
Select the documents you want to include, then click **Add to Bundle**.
11
Click the **⠿** icon to drag and drop your documents into the correct order if you’d like to rearrange them.
12
Once you’ve added all your documents, take a moment to review them. Click any document in the list to view it and ensure everything is in the correct order.
13
To add an index, click the **+** before the coversheet and select **Index**.
14
Click **Configure Columns** to customise the index columns.
15
When you’re happy with your bundle, click **Export** to begin exporting it.
16
An **Export** window will appear, allowing you to customise your bundle export. Once you’ve made your selections, click **Export** again to confirm.
17
The system will now begin preparing your bundle PDF export. This step may take some time, depending on the size of your bundle. You can leave this running on your computer and check back later to download it once complete.
18
Once the export is complete, click **Download Bundle** to download it.
19
**That’s It!** Your bundle is now complete — including a coversheet, index, section headings, and all supporting documents. You can now share, store, or review the bundle export as needed.
