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.
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      2. Enter the Bundle Name and Case Number.
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      3. Click Create a New Sections. You need to create a section before adding documents to your bundle.
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      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.
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      5. Click Add Files to add individual documents or Add Folders to add entire folders to your workspace.
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      6. Select the file(s) or folder(s) you would like to upload and click Open.
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      7. When your files have finished uploading, you can click on a document to open it.
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      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.
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      2. Enter the Bundle Name and Case Number.
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      3. Click Create Sections. You need to create a section before adding documents to your bundle.
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      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.
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      5. Click Add Files to add individual documents or Add Folders to add entire folders to your workspace.
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      6. Select the file(s) or folder(s) you would like to upload and click Open.
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      7. When your files have finished uploading, you can click on a document to open it.
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      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.