Bundling Workspace
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      Create a Court Bundle - Add Sections, Add Documents, View Documents

      You can upload documents and folders to create a court bundle.

      Create a Court Bundle - Add Sections, Add Documents, View Documents - Gen 4

      Create a Court Bundle - Add Sections, Add Documents, View Documents - Gen 3

      Create a Court Bundle - Add Sections, Add Documents, View Documents - Gen 4

      1. Click  Create a New Bundle.
        bundle 0000

      2. Enter the Bundle Name and Case Number.
        Bundle 011

      3. Click Create a New Section. You need to create a section before adding documents to your bundle.
        Bundle Section 001

      4. Enter a section identifier and give your section a name. You can tick Create another section after this one to add additional sections. Click Create.
        Bundle section 0022

      5. Please click Upload Documents to upload files.
        upload sections 0000

      6. Click Add Files to add individual documents or Add Folders to add entire folders to your workspace. You can also drag and drop your files and folders in the upload modal.
        upload sec 00000
      7. Select the file(s) or folder(s) you would like to upload and click Open.
        6

      8. The system will display the list of files to be uploaded. You can add or remove files as needed. When you're ready, please click Upload.
        upload sec files 001
      9. A progress bar will be displayed to indicate the progress of your upload.
        upload progress 0001Please note that you cannot add new files to upload or cancel the upload while it is in progress. You can minimise the upload modal while the upload is in progress.

      10. Click the Close button to close the upload modal once the upload is complete.
        000 upload doc 5
      11. When your files have finished uploading, you can click on a document to open it.
        upload sec 333

      NOTE: Should your workspace be accessible by external parties or ‘non-friendly parties’, folder permissions that apply to the documents area do not apply to bundles. Any document added to a bundle will be viewable to all users within this workspace. To ensure your bundle's security, we recommend you build it in an internal/team workspace and then publish it in a customer workspace for review.

       

       

      Create a Court Bundle - Add Sections, Add Documents, View Documents - Gen 3

       

      1. Click  Create my first bundle.
        1-1

      2. Enter the Bundle Name and Case Number.
        2-1


      3. Click Create Sections. You need to create a section before adding documents to your bundle.
        3-1

      4. Enter a section identifier and give your section a name. You can tick Create another section after this one to add additional sections. Click Create.
        4-1

      5. Click Add Files to add individual documents or Add Folders to add entire folders to your workspace.
        6-1

      6. Select the file(s) or folder(s) you would like to upload and click Open.
        7-1

      7. When your files have finished uploading, you can click on a document to open it.
        8-1

      NOTE: Should your workspace be accessible by external parties or ‘non-friendly parties’, folder permissions that apply to the documents area do not apply to bundles. Any document added to a bundle will be viewable to all users within this workspace. To ensure your bundle's security, we recommend you build it in an internal/team workspace and then publish it in a customer workspace for review.